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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 | $64,849 | $49,177+31.9% | $79,467-18.4% | $64,173+1.1% |
| Participation rate | 27.3% | 65.0%-37.8pp | 73.3%-46.1pp | 69.6%-42.3pp |
| Annual return | -19.30% | -1.16%-18.1pp | 718.30%-737.6pp | 7.63%-26.9pp |
| Employer contribution / active EE | $194 | $2,076-90.7% | $2,800-93.1% | $2,381-91.9% |
| Participant deferral / active EE | $1,114 | $2,821-60.5% | $3,704-69.9% | $3,470-67.9% |
| Admin fee / account holder | $20,278 | $3,839+428.2% | $5,104+297.3% | $4,887+314.9% |