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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 | $105,472 | $118,496-11.0% | $98,461+7.1% | $139,466-24.4% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | -8.50% | 18.96%-27.5pp | 21.17%-29.7pp | 373.66%-382.2pp |
| Employer contribution / active EE | $718 | $3,611-80.1% | $3,049-76.5% | $4,754-84.9% |
| Participant deferral / active EE | $3,738 | $5,393-30.7% | $4,738-21.1% | $6,712-44.3% |
| Admin fee / account holder | $1,953 | $14,056-86.1% | $8,961-78.2% | $11,409-82.9% |