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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 | $121,163 | $103,393+17.2% | $87,103+39.1% | $152,909-20.8% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | -18.27% | 28.10%-46.4pp | 28.19%-46.5pp | 345.46%-363.7pp |
| Employer contribution / active EE | $257 | $3,221-92.0% | $2,521-89.8% | $4,764-94.6% |
| Participant deferral / active EE | $4,000 | $4,778-16.3% | $4,049-1.2% | $5,851-31.6% |
| Admin fee / account holder | $424 | $12,195-96.5% | $7,491-94.3% | $11,601-96.3% |