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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 | $173,673 | $95,895+81.1% | $79,576+118.2% | $134,509+29.1% |
| Participation rate | 61.1% | 75.0%-13.9pp | 69.5%-8.4pp | 81.2%-20.1pp |
| Annual return | -22.95% | -2.72%-20.2pp | 0.15%-23.1pp | 418.13%-441.1pp |
| Employer contribution / active EE | $397 | $3,128-87.3% | $2,413-83.5% | $4,741-91.6% |
| Participant deferral / active EE | $2,038 | $4,693-56.6% | $3,985-48.9% | $6,400-68.2% |
| Admin fee / account holder | $2,089 | $9,129-77.1% | $6,834-69.4% | $11,427-81.7% |