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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 | $74,916 | $69,012+8.6% | $160,009-53.2% | $68,486+9.4% |
| Participation rate | 65.4% | 65.4%0pp | 78.0%-12.6pp | 67.9%-2.5pp |
| Annual return | -19.65% | -9.65%-10.0pp | 408.85%-428.5pp | -7.85%-11.8pp |
| Employer contribution / active EE | $284 | $2,212-87.2% | $4,225-93.3% | $2,597-89.1% |
| Participant deferral / active EE | $6,014 | $4,212+42.8% | $6,183-2.7% | $4,028+49.3% |
| Admin fee / account holder | $11,683 | $4,798+143.5% | $8,715+34.1% | $5,404+116.2% |