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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 | $68,608 | $77,816-11.8% | $123,549-44.5% | $64,181+6.9% |
| Participation rate | 57.9% | 74.7%-16.8pp | 82.3%-24.4pp | 69.6%-11.7pp |
| Annual return | -9.03% | 12.49%-21.5pp | 119.20%-128.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,804 | $5,240-8.3% | $6,426-25.2% | $3,470+38.5% |
| Admin fee / account holder | $5,059 | $5,519-8.3% | $9,284-45.5% | $4,887+3.5% |