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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 | $86,040 | $75,935+13.3% | $60,547+42.1% | $125,389-31.4% |
| Participation rate | 45.0% | 76.5%-31.5pp | 68.0%-23.0pp | 83.2%-38.2pp |
| Annual return | -3.89% | -5.38%+1.5pp | 335.64%-339.5pp | 282.24%-286.1pp |
| Employer contribution / active EE | $237 | $3,438-93.1% | $2,419-90.2% | $4,866-95.1% |
| Participant deferral / active EE | $1,394 | $4,506-69.1% | $3,328-58.1% | $5,352-74.0% |
| Admin fee / account holder | $1,392 | $6,768-79.4% | $4,536-69.3% | $9,541-85.4% |