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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 | $64,917 | $94,529-31.3% | $140,019-53.6% | $64,173+1.2% |
| Participation rate | 36.4% | 84.1%-47.7pp | 87.5%-51.1pp | 69.6%-33.2pp |
| Annual return | -13.48% | 7.77%-21.3pp | 651.15%-664.6pp | 7.63%-21.1pp |
| Employer contribution / active EE | $965 | $3,812-74.7% | $5,605-82.8% | $2,381-59.5% |
| Participant deferral / active EE | $5,658 | $5,250+7.8% | $6,927-18.3% | $3,470+63.1% |
| Admin fee / account holder | $4,129 | $6,741-38.7% | $10,705-61.4% | $4,887-15.5% |