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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 | $69,496 | $75,832-8.4% | $147,618-52.9% | $59,633+16.5% |
| Participation rate | 32.9% | 71.6%-38.7pp | 84.6%-51.7pp | 68.7%-35.8pp |
| Annual return | -8.70% | 0.37%-9.1pp | 61.98%-70.7pp | 2041.40%-2050.1pp |
| Employer contribution / active EE | $342 | $3,485-90.2% | $5,565-93.9% | $2,203-84.5% |
| Participant deferral / active EE | $3,968 | $3,131+26.7% | $4,895-18.9% | $3,192+24.3% |
| Admin fee / account holder | $1,517 | $5,986-74.7% | $11,612-86.9% | $4,297-64.7% |