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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 | $115,930 | $99,032+17.1% | $80,022+44.9% | $135,382-14.4% |
| Participation rate | 10.0% | 78.4%-68.4pp | 75.8%-65.8pp | 82.6%-72.6pp |
| Annual return | -10.74% | 15.39%-26.1pp | 11.22%-22.0pp | 519.77%-530.5pp |
| Employer contribution / active EE | $225 | $3,043-92.6% | $2,468-90.9% | $4,779-95.3% |
| Participant deferral / active EE | $1,289 | $4,282-69.9% | $3,686-65.0% | $5,609-77.0% |
| Admin fee / account holder | $670 | $10,436-93.6% | $6,521-89.7% | $10,829-93.8% |