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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 | $88,317 | $64,716+36.5% | $112,258-21.3% | $68,495+28.9% |
| Participation rate | 19.6% | 67.2%-47.5pp | 75.1%-55.5pp | 67.9%-48.3pp |
| Annual return | -25.61% | -11.40%-14.2pp | 27.47%-53.1pp | -7.84%-17.8pp |
| Employer contribution / active EE | $670 | $2,746-75.6% | $3,636-81.6% | $2,596-74.2% |
| Participant deferral / active EE | $1,831 | $3,565-48.6% | $4,728-61.3% | $4,028-54.5% |
| Admin fee / account holder | $12,022 | $5,232+129.8% | $6,411+87.5% | $5,403+122.5% |