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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 | $84,016 | $94,529-11.1% | $140,019-40.0% | $64,181+30.9% |
| Participation rate | 67.3% | 84.1%-16.7pp | 87.5%-20.2pp | 69.6%-2.2pp |
| Annual return | -11.00% | 7.77%-18.8pp | 651.15%-662.2pp | 7.63%-18.6pp |
| Employer contribution / active EE | $743 | $3,812-80.5% | $5,605-86.8% | $2,381-68.8% |
| Participant deferral / active EE | $3,439 | $5,250-34.5% | $6,927-50.4% | $3,470-0.9% |
| Admin fee / account holder | $1,145 | $6,741-83.0% | $10,705-89.3% | $4,887-76.6% |