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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 | $130,137 | $95,895+35.7% | $79,576+63.5% | $134,509-3.3% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -26.29% | -2.72%-23.6pp | 0.15%-26.4pp | 418.13%-444.4pp |
| Employer contribution / active EE | $137 | $3,128-95.6% | $2,413-94.3% | $4,741-97.1% |
| Participant deferral / active EE | $1,546 | $4,693-67.1% | $3,985-61.2% | $6,400-75.8% |
| Admin fee / account holder | $10,758 | $9,129+17.8% | $6,834+57.4% | $11,427-5.9% |