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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 | $156,937 | $81,870+91.7% | $119,634+31.2% | $68,490+129.1% |
| Participation rate | 69.6% | 71.9%-2.3pp | 79.3%-9.7pp | 67.9%+1.7pp |
| Annual return | -24.54% | -23.82%-0.7pp | -14.98%-9.6pp | -7.85%-16.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,169 | $4,148+48.7% | $5,601+10.1% | $4,028+53.2% |
| Admin fee / account holder | $1,642 | $6,583-75.1% | $10,329-84.1% | $5,403-69.6% |