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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 | $113,101 | $93,117+21.5% | $77,096+46.7% | $134,532-15.9% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -21.83% | 62.67%-84.5pp | 42.35%-64.2pp | 418.27%-440.1pp |
| Employer contribution / active EE | $155 | $3,420-95.5% | $2,814-94.5% | $4,741-96.7% |
| Participant deferral / active EE | $1,394 | $5,241-73.4% | $4,429-68.5% | $6,401-78.2% |
| Admin fee / account holder | $3,346 | $6,948-51.8% | $5,428-38.4% | $11,429-70.7% |