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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 | $75,446 | $81,870-7.8% | $119,608-36.9% | $68,495+10.1% |
| Participation rate | 65.7% | 71.9%-6.2pp | 79.3%-13.5pp | 67.9%-2.2pp |
| Annual return | -23.18% | -23.82%+0.6pp | -14.98%-8.2pp | -7.84%-15.3pp |
| Employer contribution / active EE | $98 | $2,692-96.4% | $4,232-97.7% | $2,596-96.2% |
| Participant deferral / active EE | $5,352 | $4,148+29.0% | $5,601-4.5% | $4,028+32.9% |
| Admin fee / account holder | $2,691 | $6,583-59.1% | $10,326-73.9% | $5,403-50.2% |