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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 | $92,660 | $63,346+46.3% | $92,240+0.5% | $70,126+32.1% |
| Participation rate | 67.1% | 68.7%-1.5pp | 76.5%-9.3pp | 69.5%-2.4pp |
| Annual return | -15.45% | 530.19%-545.6pp | 176.29%-191.7pp | 73.15%-88.6pp |
| Employer contribution / active EE | $447 | $2,471-81.9% | $3,680-87.8% | $2,343-80.9% |
| Participant deferral / active EE | $2,624 | $2,854-8.0% | $3,897-32.7% | $3,332-21.2% |
| Admin fee / account holder | $8,227 | $3,841+114.2% | $5,194+58.4% | $4,645+77.1% |