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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 | $84,443 | $61,660+36.9% | $80,022+5.5% | $64,173+31.6% |
| Participation rate | 15.2% | 71.7%-56.5pp | 75.8%-60.7pp | 69.6%-54.4pp |
| Annual return | -8.17% | -0.33%-7.8pp | 11.22%-19.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $44 | $1,810-97.6% | $2,468-98.2% | $2,381-98.2% |
| Participant deferral / active EE | $2,290 | $2,968-22.8% | $3,686-37.9% | $3,470-34.0% |
| Admin fee / account holder | $765 | $5,417-85.9% | $6,521-88.3% | $4,887-84.3% |