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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 | $90,572 | $95,979-5.6% | $74,551+21.5% | $135,380-33.1% |
| Participation rate | 12.5% | 75.7%-63.2pp | 69.1%-56.6pp | 82.6%-70.1pp |
| Annual return | -10.81% | 56.97%-67.8pp | 32.53%-43.3pp | 519.81%-530.6pp |
| Employer contribution / active EE | $172 | $2,716-93.7% | $1,961-91.2% | $4,779-96.4% |
| Participant deferral / active EE | $4,303 | $3,844+11.9% | $3,108+38.4% | $5,609-23.3% |
| Admin fee / account holder | $390 | $6,522-94.0% | $5,059-92.3% | $10,828-96.4% |