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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,313 | $61,660+57.8% | $80,022+21.6% | $64,173+51.6% |
| Participation rate | 51.1% | 71.7%-20.6pp | 75.8%-24.7pp | 69.6%-18.5pp |
| Annual return | -8.95% | -0.33%-8.6pp | 11.22%-20.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $341 | $1,810-81.2% | $2,468-86.2% | $2,381-85.7% |
| Participant deferral / active EE | $1,763 | $2,968-40.6% | $3,686-52.2% | $3,470-49.2% |
| Admin fee / account holder | $9,534 | $5,417+76.0% | $6,521+46.2% | $4,887+95.1% |