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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 | $145,707 | $64,719+125.1% | $112,249+29.8% | $68,486+112.8% |
| Participation rate | 28.0% | 67.2%-39.2pp | 75.1%-47.1pp | 67.9%-39.9pp |
| Annual return | -26.73% | -11.40%-15.3pp | 27.48%-54.2pp | -7.85%-18.9pp |
| Employer contribution / active EE | $584 | $2,747-78.7% | $3,636-83.9% | $2,597-77.5% |
| Participant deferral / active EE | $1,556 | $3,565-56.4% | $4,729-67.1% | $4,028-61.4% |
| Admin fee / account holder | $1,343 | $5,232-74.3% | $6,412-79.1% | $5,404-75.1% |