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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 | $155,131 | $82,674+87.6% | $125,381+23.7% | $68,486+126.5% |
| Participation rate | 52.9% | 75.1%-22.1pp | 82.4%-29.4pp | 67.9%-15.0pp |
| Annual return | -20.19% | -5.97%-14.2pp | 572.31%-592.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $463 | $3,382-86.3% | $4,815-90.4% | $2,597-82.2% |
| Participant deferral / active EE | $3,966 | $6,111-35.1% | $7,448-46.7% | $4,028-1.5% |
| Admin fee / account holder | $6,239 | $6,277-0.6% | $10,007-37.7% | $5,404+15.5% |