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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 | $73,788 | $87,016-15.2% | $63,244+16.7% | $125,389-41.2% |
| Participation rate | 36.4% | 77.1%-40.7pp | 71.0%-34.7pp | 83.2%-46.8pp |
| Annual return | -8.29% | 21.71%-30.0pp | -70.31%+62.0pp | 282.24%-290.5pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,620 | $3,939+17.3% | $2,953+56.4% | $5,352-13.7% |
| Admin fee / account holder | $3,821 | $11,954-68.0% | $5,893-35.2% | $9,541-60.0% |