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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 | $196,652 | $82,678+137.9% | $125,391+56.8% | $68,490+187.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -21.22% | -5.97%-15.3pp | 572.41%-593.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $41 | $3,382-98.8% | $4,816-99.2% | $2,597-98.4% |
| Participant deferral / active EE | $6,381 | $6,111+4.4% | $7,448-14.3% | $4,028+58.4% |
| Admin fee / account holder | $6,826 | $6,277+8.7% | $10,009-31.8% | $5,403+26.3% |