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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 | $128,966 | $100,792+28.0% | $86,691+48.8% | $134,509-4.1% |
| Participation rate | 14.3% | 78.9%-64.7pp | 76.6%-62.3pp | 81.2%-66.9pp |
| Annual return | -20.93% | 29.08%-50.0pp | 35.94%-56.9pp | 418.13%-439.1pp |
| Employer contribution / active EE | $285 | $3,491-91.8% | $2,837-90.0% | $4,741-94.0% |
| Participant deferral / active EE | $3,440 | $5,339-35.6% | $4,656-26.1% | $6,400-46.3% |
| Admin fee / account holder | $1,200 | $10,924-89.0% | $7,492-84.0% | $11,427-89.5% |