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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 | $119,439 | $89,259+33.8% | $107,187+11.4% | $82,637+44.5% |
| Participation rate | 37.7% | 67.9%-30.2pp | 75.0%-37.3pp | 68.1%-30.4pp |
| Annual return | -8.35% | 21.02%-29.4pp | 204.55%-212.9pp | 53.51%-61.9pp |
| Employer contribution / active EE | $137 | $3,080-95.5% | $3,782-96.4% | $2,552-94.6% |
| Participant deferral / active EE | $2,288 | $4,037-43.3% | $5,096-55.1% | $4,126-44.5% |
| Admin fee / account holder | $84,134 | $7,381+1039.8% | $9,162+818.3% | $7,339+1046.4% |