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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 | $76,854 | $82,678-7.0% | $125,391-38.7% | $68,490+12.2% |
| Participation rate | 65.6% | 75.1%-9.4pp | 82.4%-16.8pp | 67.9%-2.3pp |
| Annual return | -21.95% | -5.97%-16.0pp | 572.41%-594.4pp | -7.85%-14.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $15,692 | $6,111+156.8% | $7,448+110.7% | $4,028+289.6% |
| Admin fee / account holder | $10,343 | $6,277+64.8% | $10,009+3.3% | $5,403+91.4% |