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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 | $144,913 | $64,719+123.9% | $112,249+29.1% | $68,486+111.6% |
| Participation rate | 37.9% | 67.2%-29.3pp | 75.1%-37.2pp | 67.9%-30.0pp |
| Annual return | -22.60% | -11.40%-11.2pp | 27.48%-50.1pp | -7.85%-14.7pp |
| Employer contribution / active EE | $379 | $2,747-86.2% | $3,636-89.6% | $2,597-85.4% |
| Participant deferral / active EE | $1,905 | $3,565-46.6% | $4,729-59.7% | $4,028-52.7% |
| Admin fee / account holder | $7,431 | $5,232+42.0% | $6,412+15.9% | $5,404+37.5% |