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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 | $77,268 | $134,001-42.3% | $112,258-31.2% | $134,509-42.6% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.1%-60.8pp | 81.2%-66.9pp |
| Annual return | -21.89% | 47.15%-69.0pp | 27.47%-49.4pp | 418.13%-440.0pp |
| Employer contribution / active EE | $681 | $4,039-83.2% | $3,636-81.3% | $4,741-85.6% |
| Participant deferral / active EE | $1,582 | $5,291-70.1% | $4,728-66.5% | $6,400-75.3% |
| Admin fee / account holder | $552 | $7,491-92.6% | $6,411-91.4% | $11,427-95.2% |