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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 | $181,968 | $81,870+122.3% | $119,634+52.1% | $68,490+165.7% |
| Participation rate | 69.7% | 71.9%-2.2pp | 79.3%-9.6pp | 67.9%+1.8pp |
| Annual return | -21.63% | -23.82%+2.2pp | -14.98%-6.7pp | -7.85%-13.8pp |
| Employer contribution / active EE | $481 | $2,692-82.1% | $4,232-88.6% | $2,597-81.5% |
| Participant deferral / active EE | $8,099 | $4,148+95.2% | $5,601+44.6% | $4,028+101.1% |
| Admin fee / account holder | $6,398 | $6,583-2.8% | $10,329-38.1% | $5,403+18.4% |