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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 | $161,509 | $82,678+95.3% | $125,391+28.8% | $68,490+135.8% |
| Participation rate | 54.5% | 75.1%-20.5pp | 82.4%-27.8pp | 67.9%-13.4pp |
| Annual return | -22.02% | -5.97%-16.0pp | 572.41%-594.4pp | -7.85%-14.2pp |
| Employer contribution / active EE | $389 | $3,382-88.5% | $4,816-91.9% | $2,597-85.0% |
| Participant deferral / active EE | $2,598 | $6,111-57.5% | $7,448-65.1% | $4,028-35.5% |
| Admin fee / account holder | $2,000 | $6,277-68.1% | $10,009-80.0% | $5,403-63.0% |