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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 | $152,034 | $64,729+134.9% | $112,263+35.4% | $68,490+122.0% |
| Participation rate | 17.1% | 67.2%-50.0pp | 75.1%-57.9pp | 67.9%-50.8pp |
| Annual return | -20.76% | -11.40%-9.4pp | 27.49%-48.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $413 | $2,746-85.0% | $3,636-88.7% | $2,597-84.1% |
| Participant deferral / active EE | $1,834 | $3,566-48.6% | $4,729-61.2% | $4,028-54.5% |
| Admin fee / account holder | $11,117 | $5,222+112.9% | $6,410+73.4% | $5,403+105.8% |