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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 | $151,642 | $105,866+43.2% | $90,766+67.1% | $134,545+12.7% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -22.70% | -10.99%-11.7pp | -12.16%-10.5pp | 418.37%-441.1pp |
| Employer contribution / active EE | $630 | $3,464-81.8% | $2,922-78.4% | $4,742-86.7% |
| Participant deferral / active EE | $2,323 | $5,217-55.5% | $4,565-49.1% | $6,401-63.7% |
| Admin fee / account holder | $1,544 | $13,938-88.9% | $8,446-81.7% | $11,431-86.5% |