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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 | $65,276 | $50,947+28.1% | $74,549-12.4% | $64,173+1.7% |
| Participation rate | 29.0% | 61.1%-32.0pp | 69.1%-40.1pp | 69.6%-40.5pp |
| Annual return | -8.43% | -1.85%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,411 | $2,302-38.7% | $3,108-54.6% | $3,470-59.3% |
| Admin fee / account holder | $2,947 | $4,221-30.2% | $5,059-41.8% | $4,887-39.7% |