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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 | $83,535 | $82,678+1.0% | $125,391-33.4% | $68,490+22.0% |
| Participation rate | 69.2% | 75.1%-5.8pp | 82.4%-13.2pp | 67.9%+1.3pp |
| Annual return | -21.33% | -5.97%-15.4pp | 572.41%-593.7pp | -7.85%-13.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $16,084 | $6,111+163.2% | $7,448+115.9% | $4,028+299.3% |
| Admin fee / account holder | $10,588 | $6,277+68.7% | $10,009+5.8% | $5,403+96.0% |