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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 | $180,953 | $64,719+179.6% | $112,249+61.2% | $68,486+164.2% |
| Participation rate | 7.1% | 67.2%-60.0pp | 75.1%-67.9pp | 67.9%-60.8pp |
| Annual return | -20.04% | -11.40%-8.6pp | 27.48%-47.5pp | -7.85%-12.2pp |
| Employer contribution / active EE | $232 | $2,747-91.5% | $3,636-93.6% | $2,597-91.1% |
| Participant deferral / active EE | $1,929 | $3,565-45.9% | $4,729-59.2% | $4,028-52.1% |
| Admin fee / account holder | $863 | $5,232-83.5% | $6,412-86.5% | $5,404-84.0% |