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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 | $101,306 | $82,678+22.5% | $125,391-19.2% | $68,490+47.9% |
| Participation rate | 63.4% | 75.1%-11.6pp | 82.4%-19.0pp | 67.9%-4.5pp |
| Annual return | -20.41% | -5.97%-14.4pp | 572.41%-592.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $556 | $3,382-83.5% | $4,816-88.4% | $2,597-78.6% |
| Participant deferral / active EE | $4,150 | $6,111-32.1% | $7,448-44.3% | $4,028+3.0% |
| Admin fee / account holder | $5,968 | $6,277-4.9% | $10,009-40.4% | $5,403+10.5% |