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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 | $60,520 | $59,819+1.2% | $79,583-24.0% | $68,490-11.6% |
| Participation rate | 26.9% | 61.1%-34.1pp | 69.5%-42.6pp | 67.9%-41.0pp |
| Annual return | -41.11% | -12.30%-28.8pp | 0.16%-41.3pp | -7.85%-33.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,450 | $3,025-52.1% | $3,986-63.6% | $4,028-64.0% |
| Admin fee / account holder | $6,071 | $4,835+25.6% | $6,835-11.2% | $5,403+12.4% |