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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 | $140,958 | $167,362-15.8% | $143,799-2.0% | $134,532+4.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -20.51% | 0.47%-21.0pp | -0.04%-20.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | -$3,055 | $5,620-154.4% | $4,952-161.7% | $4,741-164.4% |
| Participant deferral / active EE | $12,480 | $6,447+93.6% | $5,638+121.3% | $6,401+95.0% |
| Admin fee / account holder | $3,821 | $18,094-78.9% | $14,677-74.0% | $11,429-66.6% |