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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 | $80,493 | $69,977+15.0% | $108,582-25.9% | $62,881+28.0% |
| Participation rate | 26.3% | 72.9%-46.6pp | 79.6%-53.3pp | 69.3%-43.0pp |
| Annual return | 0.66% | 10.73%-10.1pp | -51.70%+52.4pp | 20.14%-19.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,560 | $3,165-50.7% | $4,311-63.8% | $3,203-51.3% |
| Admin fee / account holder | $16,372 | $5,076+222.5% | $7,645+114.1% | $4,296+281.1% |