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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 | $68,693 | $72,404-5.1% | $110,241-37.7% | $64,181+7.0% |
| Participation rate | 47.8% | 73.3%-25.5pp | 79.8%-32.0pp | 69.6%-21.7pp |
| Annual return | -7.81% | -6.29%-1.5pp | 314.75%-322.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $355 | $2,282-84.4% | $3,827-90.7% | $2,381-85.1% |
| Participant deferral / active EE | $2,447 | $3,469-29.5% | $4,672-47.6% | $3,470-29.5% |
| Admin fee / account holder | $3,034 | $5,664-46.4% | $8,548-64.5% | $4,887-37.9% |