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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 | $71,747 | $81,870-12.4% | $119,622-40.0% | $68,486+4.8% |
| Participation rate | 68.9% | 71.9%-3.0pp | 79.3%-10.4pp | 67.9%+1.0pp |
| Annual return | -19.65% | -23.82%+4.2pp | -14.98%-4.7pp | -7.85%-11.8pp |
| Employer contribution / active EE | $605 | $2,692-77.5% | $4,232-85.7% | $2,597-76.7% |
| Participant deferral / active EE | $2,244 | $4,148-45.9% | $5,601-59.9% | $4,028-44.3% |
| Admin fee / account holder | $7,152 | $6,583+8.6% | $10,328-30.7% | $5,404+32.4% |