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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 | $147,318 | $81,233+81.4% | $155,567-5.3% | $80,874+82.2% |
| Participation rate | 6.3% | 66.2%-60.0pp | 78.2%-71.9pp | 67.6%-61.4pp |
| Annual return | -31.63% | 33.33%-65.0pp | 64.74%-96.4pp | 35.62%-67.3pp |
| Employer contribution / active EE | $351 | $3,101-88.7% | $4,674-92.5% | $2,756-87.2% |
| Participant deferral / active EE | $973 | $3,452-71.8% | $5,628-82.7% | $4,297-77.4% |
| Admin fee / account holder | $655 | $7,998-91.8% | $15,916-95.9% | $6,935-90.6% |