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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 | $159,634 | $64,719+146.7% | $112,249+42.2% | $68,486+133.1% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -19.54% | -11.40%-8.1pp | 27.48%-47.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $520 | $2,747-81.1% | $3,636-85.7% | $2,597-80.0% |
| Participant deferral / active EE | $3,188 | $3,565-10.6% | $4,729-32.6% | $4,028-20.8% |
| Admin fee / account holder | $5,451 | $5,232+4.2% | $6,412-15.0% | $5,404+0.9% |