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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 | $96,354 | $99,032-2.7% | $80,022+20.4% | $135,382-28.8% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -11.96% | 15.39%-27.3pp | 11.22%-23.2pp | 519.77%-531.7pp |
| Employer contribution / active EE | $282 | $3,043-90.7% | $2,468-88.6% | $4,779-94.1% |
| Participant deferral / active EE | $5,958 | $4,282+39.1% | $3,686+61.6% | $5,609+6.2% |
| Admin fee / account holder | $4,616 | $10,436-55.8% | $6,521-29.2% | $10,829-57.4% |