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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 | $127,400 | $92,219+38.1% | $76,768+66.0% | $135,379-5.9% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -9.05% | 5.46%-14.5pp | 2.43%-11.5pp | 519.79%-528.8pp |
| Employer contribution / active EE | $249 | $3,216-92.3% | $2,485-90.0% | $4,779-94.8% |
| Participant deferral / active EE | $4,222 | $4,508-6.3% | $3,852+9.6% | $5,609-24.7% |
| Admin fee / account holder | $779 | $10,749-92.8% | $6,675-88.3% | $10,828-92.8% |