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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 | $87,612 | $142,392-38.5% | $119,622-26.8% | $134,532-34.9% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.3%-54.3pp | 81.2%-56.2pp |
| Annual return | -21.80% | -12.46%-9.3pp | -14.98%-6.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $256 | $5,224-95.1% | $4,232-94.0% | $4,741-94.6% |
| Participant deferral / active EE | $2,000 | $6,467-69.1% | $5,601-64.3% | $6,401-68.8% |
| Admin fee / account holder | $1,130 | $13,593-91.7% | $10,328-89.1% | $11,429-90.1% |