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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 | $112,840 | $100,792+12.0% | $86,691+30.2% | $134,509-16.1% |
| Participation rate | 17.6% | 78.9%-61.3pp | 76.6%-58.9pp | 81.2%-63.6pp |
| Annual return | -22.74% | 29.08%-51.8pp | 35.94%-58.7pp | 418.13%-440.9pp |
| Employer contribution / active EE | $95 | $3,491-97.3% | $2,837-96.7% | $4,741-98.0% |
| Participant deferral / active EE | $2,007 | $5,339-62.4% | $4,656-56.9% | $6,400-68.6% |
| Admin fee / account holder | $1,889 | $10,924-82.7% | $7,492-74.8% | $11,427-83.5% |