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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 | $87,096 | $95,917-9.2% | $79,583+9.4% | $134,545-35.3% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -26.41% | -2.70%-23.7pp | 0.16%-26.6pp | 418.37%-444.8pp |
| Employer contribution / active EE | $339 | $3,129-89.2% | $2,414-86.0% | $4,742-92.9% |
| Participant deferral / active EE | $1,444 | $4,694-69.2% | $3,986-63.8% | $6,401-77.4% |
| Admin fee / account holder | $3,658 | $9,132-59.9% | $6,835-46.5% | $11,431-68.0% |