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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 | $81,836 | $138,386-40.9% | $184,260-55.6% | $80,935+1.1% |
| Participation rate | 40.9% | 83.9%-43.0pp | 86.8%-46.0pp | 67.7%-26.8pp |
| Annual return | -12.88% | 20.02%-32.9pp | 28.84%-41.7pp | 35.66%-48.5pp |
| Employer contribution / active EE | $1,218 | $4,851-74.9% | $6,427-81.1% | $2,757-55.8% |
| Participant deferral / active EE | $4,491 | $7,076-36.5% | $9,133-50.8% | $4,299+4.5% |
| Admin fee / account holder | $816 | $10,489-92.2% | $13,898-94.1% | $6,924-88.2% |