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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 | $74,463 | $82,678-9.9% | $125,391-40.6% | $68,490+8.7% |
| Participation rate | 53.8% | 75.1%-21.2pp | 82.4%-28.5pp | 67.9%-14.1pp |
| Annual return | -27.79% | -5.97%-21.8pp | 572.41%-600.2pp | -7.85%-19.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,564 | $6,111+23.8% | $7,448+1.6% | $4,028+87.8% |
| Admin fee / account holder | $3,608 | $6,277-42.5% | $10,009-64.0% | $5,403-33.2% |