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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 | $117,948 | $134,001-12.0% | $112,258+5.1% | $134,509-12.3% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -27.41% | 47.15%-74.6pp | 27.47%-54.9pp | 418.13%-445.5pp |
| Employer contribution / active EE | $680 | $4,039-83.2% | $3,636-81.3% | $4,741-85.7% |
| Participant deferral / active EE | $4,333 | $5,291-18.1% | $4,728-8.4% | $6,400-32.3% |
| Admin fee / account holder | $1,227 | $7,491-83.6% | $6,411-80.9% | $11,427-89.3% |