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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 | $165,511 | $64,729+155.7% | $112,263+47.4% | $68,490+141.7% |
| Participation rate | 30.8% | 67.2%-36.4pp | 75.1%-44.3pp | 67.9%-37.1pp |
| Annual return | -19.71% | -11.40%-8.3pp | 27.49%-47.2pp | -7.85%-11.9pp |
| Employer contribution / active EE | $536 | $2,746-80.5% | $3,636-85.3% | $2,597-79.4% |
| Participant deferral / active EE | $1,785 | $3,566-49.9% | $4,729-62.3% | $4,028-55.7% |
| Admin fee / account holder | $7,676 | $5,222+47.0% | $6,410+19.7% | $5,403+42.1% |