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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 | $80,925 | $73,009+10.8% | $90,760-10.8% | $68,486+18.2% |
| Participation rate | 51.9% | 70.8%-19.0pp | 75.7%-23.8pp | 67.9%-16.0pp |
| Annual return | -20.18% | -13.81%-6.4pp | -12.16%-8.0pp | -7.85%-12.3pp |
| Employer contribution / active EE | $335 | $2,193-84.7% | $2,922-88.5% | $2,597-87.1% |
| Participant deferral / active EE | $3,352 | $3,626-7.6% | $4,565-26.6% | $4,028-16.8% |
| Admin fee / account holder | $1,295 | $5,896-78.0% | $8,444-84.7% | $5,404-76.0% |