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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 | $105,128 | $82,674+27.2% | $125,363-16.1% | $68,495+53.5% |
| Participation rate | 58.7% | 75.0%-16.4pp | 82.4%-23.7pp | 67.9%-9.2pp |
| Annual return | -24.09% | -5.97%-18.1pp | 572.15%-596.2pp | -7.84%-16.2pp |
| Employer contribution / active EE | $678 | $3,382-80.0% | $4,815-85.9% | $2,596-73.9% |
| Participant deferral / active EE | $7,165 | $6,111+17.3% | $7,447-3.8% | $4,028+77.9% |
| Admin fee / account holder | $2,866 | $6,276-54.3% | $10,005-71.4% | $5,403-47.0% |