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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 | $231,329 | $83,427+177.3% | $115,756+99.8% | $68,486+237.8% |
| Participation rate | 47.3% | 71.9%-24.6pp | 77.1%-29.8pp | 67.9%-20.6pp |
| Annual return | -22.22% | -10.95%-11.3pp | 143.14%-165.4pp | -7.85%-14.4pp |
| Employer contribution / active EE | $431 | $3,075-86.0% | $3,793-88.6% | $2,597-83.4% |
| Participant deferral / active EE | $4,482 | $5,355-16.3% | $6,254-28.3% | $4,028+11.3% |
| Admin fee / account holder | $9,551 | $5,708+67.3% | $8,124+17.6% | $5,404+76.7% |