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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 | $89,559 | $56,894+57.4% | $84,753+5.7% | $62,881+42.4% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | -0.64% | 6.30%-6.9pp | 22.78%-23.4pp | 20.14%-20.8pp |
| Employer contribution / active EE | $295 | $2,400-87.7% | $3,574-91.7% | $2,281-87.1% |
| Participant deferral / active EE | $1,390 | $2,709-48.7% | $3,712-62.6% | $3,203-56.6% |
| Admin fee / account holder | $7,057 | $3,581+97.1% | $5,333+32.3% | $4,296+64.3% |