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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 | $103,409 | $77,908+32.7% | $149,696-30.9% | $75,173+37.6% |
| Participation rate | 16.1% | 65.6%-49.5pp | 78.8%-62.7pp | 67.2%-51.1pp |
| Annual return | -25.33% | 31.73%-57.1pp | 134.46%-159.8pp | 160.72%-186.0pp |
| Employer contribution / active EE | $63 | $3,138-98.0% | $4,821-98.7% | $2,671-97.6% |
| Participant deferral / active EE | $1,102 | $3,411-67.7% | $5,682-80.6% | $4,126-73.3% |
| Admin fee / account holder | $4,153 | $5,950-30.2% | $13,212-68.6% | $5,651-26.5% |