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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 | $193,989 | $123,793+56.7% | $177,840+9.1% | $79,852+142.9% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | -38.21% | 22.82%-61.0pp | 48.32%-86.5pp | 31.72%-69.9pp |
| Employer contribution / active EE | $412 | $4,095-89.9% | $5,919-93.0% | $2,471-83.3% |
| Participant deferral / active EE | $11,486 | $5,956+92.8% | $7,714+48.9% | $3,740+207.1% |
| Admin fee / account holder | $46,137 | $7,243+537.0% | $12,431+271.2% | $5,306+769.5% |