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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 | $87,088 | $83,485+4.3% | $125,195-30.4% | $72,976+19.3% |
| Participation rate | 62.9% | 73.3%-10.4pp | 79.8%-16.9pp | 69.5%-6.6pp |
| Annual return | -0.58% | 25.77%-26.3pp | 43.79%-44.4pp | 81.02%-81.6pp |
| Employer contribution / active EE | $326 | $2,346-86.1% | $3,866-91.6% | $2,440-86.6% |
| Participant deferral / active EE | $1,866 | $3,586-48.0% | $4,937-62.2% | $3,608-48.3% |
| Admin fee / account holder | $12,757 | $5,518+131.2% | $9,704+31.5% | $5,124+149.0% |