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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 | $123,086 | $127,100-3.2% | $105,738+16.4% | $135,379-9.1% |
| Participation rate | 30.0% | 82.7%-52.7pp | 76.3%-46.3pp | 82.6%-52.6pp |
| Annual return | -8.75% | 4.49%-13.2pp | 6.27%-15.0pp | 519.79%-528.5pp |
| Employer contribution / active EE | $702 | $4,107-82.9% | $3,268-78.5% | $4,779-85.3% |
| Participant deferral / active EE | $2,347 | $5,064-53.7% | $4,080-42.5% | $5,609-58.2% |
| Admin fee / account holder | $1,755 | $9,087-80.7% | $6,913-74.6% | $10,828-83.8% |