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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 | $175,183 | $82,678+111.9% | $125,391+39.7% | $68,490+155.8% |
| Participation rate | 67.6% | 75.1%-7.4pp | 82.4%-14.7pp | 67.9%-0.2pp |
| Annual return | -27.32% | -5.97%-21.4pp | 572.41%-599.7pp | -7.85%-19.5pp |
| Employer contribution / active EE | $503 | $3,382-85.1% | $4,816-89.6% | $2,597-80.6% |
| Participant deferral / active EE | $5,184 | $6,111-15.2% | $7,448-30.4% | $4,028+28.7% |
| Admin fee / account holder | $1,334 | $6,277-78.7% | $10,009-86.7% | $5,403-75.3% |