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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 | $74,022 | $67,352+9.9% | $60,899+21.5% | $134,509-45.0% |
| Participation rate | 19.0% | 76.2%-57.1pp | 73.1%-54.1pp | 81.2%-62.2pp |
| Annual return | -23.30% | 49.99%-73.3pp | 16.92%-40.2pp | 418.13%-441.4pp |
| Employer contribution / active EE | $195 | $3,098-93.7% | $2,702-92.8% | $4,741-95.9% |
| Participant deferral / active EE | $1,808 | $4,539-60.2% | $3,817-52.6% | $6,400-71.8% |
| Admin fee / account holder | $1,528 | $4,585-66.7% | $3,225-52.6% | $11,427-86.6% |