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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 | $189,619 | $71,872+163.8% | $86,691+118.7% | $68,495+176.8% |
| Participation rate | 44.6% | 72.2%-27.6pp | 76.6%-32.0pp | 67.9%-23.3pp |
| Annual return | -20.46% | 3.53%-24.0pp | 35.94%-56.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $114 | $2,173-94.8% | $2,837-96.0% | $2,596-95.6% |
| Participant deferral / active EE | $4,597 | $3,779+21.7% | $4,656-1.3% | $4,028+14.1% |
| Admin fee / account holder | $3,014 | $6,112-50.7% | $7,492-59.8% | $5,403-44.2% |