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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 | $67,397 | $88,707-24.0% | $74,184-9.1% | $273,972-75.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | -2.50% | 11.94%-14.4pp | 17.74%-20.2pp | 41.46%-44.0pp |
| Employer contribution / active EE | $337 | $3,159-89.3% | $2,370-85.8% | $4,869-93.1% |
| Participant deferral / active EE | $1,565 | $4,212-62.8% | $3,550-55.9% | $5,287-70.4% |
| Admin fee / account holder | $74,034 | $8,717+749.3% | $5,586+1225.4% | $10,133+630.6% |