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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 | $185,520 | $85,790+116.2% | $67,313+175.6% | $135,380+37.0% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.1%-35.7pp | 82.6%-49.3pp |
| Annual return | -11.20% | -0.54%-10.7pp | -4.08%-7.1pp | 519.81%-531.0pp |
| Employer contribution / active EE | $291 | $3,487-91.6% | $2,566-88.6% | $4,779-93.9% |
| Participant deferral / active EE | $6,167 | $4,651+32.6% | $3,568+72.8% | $5,609+9.9% |
| Admin fee / account holder | $25,349 | $6,392+296.6% | $4,507+462.5% | $10,828+134.1% |