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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 | $86,860 | $78,428+10.8% | $95,960-9.5% | $79,852+8.8% |
| Participation rate | 26.2% | 73.5%-47.3pp | 77.1%-50.9pp | 69.6%-43.4pp |
| Annual return | -0.32% | 19.37%-19.7pp | 91.63%-92.0pp | 31.72%-32.0pp |
| Employer contribution / active EE | $444 | $1,945-77.2% | $2,541-82.5% | $2,471-82.0% |
| Participant deferral / active EE | $2,105 | $3,440-38.8% | $4,167-49.5% | $3,740-43.7% |
| Admin fee / account holder | $2,545 | $5,622-54.7% | $6,797-62.6% | $5,306-52.0% |