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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 | $70,614 | $91,537-22.9% | $130,045-45.7% | $75,173-6.1% |
| Participation rate | 69.7% | 71.5%-1.8pp | 78.5%-8.8pp | 67.2%+2.5pp |
| Annual return | 12.27% | -631.55%+643.8pp | -137.30%+149.6pp | 160.72%-148.4pp |
| Employer contribution / active EE | $684 | $2,845-76.0% | $4,321-84.2% | $2,671-74.4% |
| Participant deferral / active EE | $3,165 | $4,343-27.1% | $5,820-45.6% | $4,126-23.3% |
| Admin fee / account holder | $1,105 | $6,780-83.7% | $10,600-89.6% | $5,651-80.4% |