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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 | $70,455 | $42,917+64.2% | $60,899+15.7% | $68,495+2.9% |
| Participation rate | 69.8% | 66.8%+3.1pp | 73.1%-3.3pp | 67.9%+1.9pp |
| Annual return | -25.59% | -13.99%-11.6pp | 16.92%-42.5pp | -7.84%-17.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,017 | $2,867+5.3% | $3,817-21.0% | $4,028-25.1% |
| Admin fee / account holder | $985 | $3,102-68.2% | $3,225-69.5% | $5,403-81.8% |