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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 | $75,162 | $81,870-8.2% | $119,634-37.2% | $68,490+9.7% |
| Participation rate | 52.2% | 71.9%-19.7pp | 79.3%-27.1pp | 67.9%-15.7pp |
| Annual return | -20.13% | -23.82%+3.7pp | -14.98%-5.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,910 | $4,148-29.8% | $5,601-48.0% | $4,028-27.8% |
| Admin fee / account holder | $421 | $6,583-93.6% | $10,329-95.9% | $5,403-92.2% |