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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 | $71,016 | $48,267+47.1% | $68,808+3.2% | $68,486+3.7% |
| Participation rate | 40.4% | 60.7%-20.3pp | 69.0%-28.7pp | 67.9%-27.5pp |
| Annual return | -23.81% | -12.70%-11.1pp | -6.37%-17.4pp | -7.85%-16.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,285 | $2,867-55.2% | $3,942-67.4% | $4,028-68.1% |
| Admin fee / account holder | $1,158 | $4,362-73.4% | $4,936-76.5% | $5,404-78.6% |