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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 | $73,106 | $57,352+27.5% | $83,831-12.8% | $64,173+13.9% |
| Participation rate | 52.3% | 68.6%-16.3pp | 76.1%-23.9pp | 69.6%-17.3pp |
| Annual return | -8.77% | 11.38%-20.2pp | 850.99%-859.8pp | 7.63%-16.4pp |
| Employer contribution / active EE | $497 | $2,546-80.5% | $3,631-86.3% | $2,381-79.1% |
| Participant deferral / active EE | $1,988 | $2,993-33.6% | $4,082-51.3% | $3,470-42.7% |
| Admin fee / account holder | $3,468 | $4,046-14.3% | $5,479-36.7% | $4,887-29.0% |