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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 | $149,417 | $133,998+11.5% | $112,263+33.1% | $134,545+11.1% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -26.62% | 47.17%-73.8pp | 27.49%-54.1pp | 418.37%-445.0pp |
| Employer contribution / active EE | $568 | $4,040-85.9% | $3,636-84.4% | $4,742-88.0% |
| Participant deferral / active EE | $3,405 | $5,292-35.7% | $4,729-28.0% | $6,401-46.8% |
| Admin fee / account holder | $3,665 | $7,493-51.1% | $6,410-42.8% | $11,431-67.9% |