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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 | $105,327 | $91,536+15.1% | $130,062-19.0% | $75,177+40.1% |
| Participation rate | 57.7% | 71.5%-13.8pp | 78.5%-20.8pp | 67.2%-9.5pp |
| Annual return | 12.78% | -631.62%+644.4pp | -137.37%+150.2pp | 160.75%-148.0pp |
| Employer contribution / active EE | $283 | $2,845-90.1% | $4,322-93.5% | $2,671-89.4% |
| Participant deferral / active EE | $2,959 | $4,343-31.9% | $5,821-49.2% | $4,126-28.3% |
| Admin fee / account holder | $3,708 | $6,780-45.3% | $10,601-65.0% | $5,651-34.4% |