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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 | $153,749 | $64,716+137.6% | $112,258+37.0% | $68,495+124.5% |
| Participation rate | 29.0% | 67.2%-38.2pp | 75.1%-46.1pp | 67.9%-38.9pp |
| Annual return | -20.53% | -11.40%-9.1pp | 27.47%-48.0pp | -7.84%-12.7pp |
| Employer contribution / active EE | $243 | $2,746-91.2% | $3,636-93.3% | $2,596-90.6% |
| Participant deferral / active EE | $1,756 | $3,565-50.8% | $4,728-62.9% | $4,028-56.4% |
| Admin fee / account holder | $11,876 | $5,232+127.0% | $6,411+85.2% | $5,403+119.8% |