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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 | $90,960 | $82,674+10.0% | $125,381-27.5% | $68,486+32.8% |
| Participation rate | 35.9% | 75.1%-39.2pp | 82.4%-46.5pp | 67.9%-32.0pp |
| Annual return | -19.49% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $482 | $3,382-85.8% | $4,815-90.0% | $2,597-81.4% |
| Participant deferral / active EE | $5,039 | $6,111-17.5% | $7,448-32.3% | $4,028+25.1% |
| Admin fee / account holder | $1,001 | $6,277-84.1% | $10,007-90.0% | $5,404-81.5% |