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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 | $80,338 | $65,246+23.1% | $98,716-18.6% | $67,986+18.2% |
| Participation rate | 15.7% | 51.4%-35.7pp | 69.3%-53.6pp | 57.2%-41.5pp |
| Annual return | -42.67% | 20.58%-63.2pp | 31.81%-74.5pp | 31.67%-74.3pp |
| Employer contribution / active EE | $193 | $1,042-81.5% | $2,279-91.5% | $2,019-90.5% |
| Participant deferral / active EE | $1,045 | $2,594-59.7% | $4,048-74.2% | $3,358-68.9% |
| Admin fee / account holder | $6,410 | $4,561+40.5% | $8,703-26.3% | $3,203+100.1% |