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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 | $48,715 | $46,599+4.5% | $64,101-24.0% | $75,173-35.2% |
| Participation rate | 58.0% | 65.9%-7.9pp | 72.3%-14.3pp | 67.2%-9.2pp |
| Annual return | -23.55% | 26.06%-49.6pp | 33.72%-57.3pp | 160.72%-184.3pp |
| Employer contribution / active EE | $292 | $1,975-85.2% | $2,749-89.4% | $2,671-89.1% |
| Participant deferral / active EE | $2,209 | $2,837-22.1% | $3,881-43.1% | $4,126-46.5% |
| Admin fee / account holder | $5,289 | $2,956+78.9% | $3,070+72.3% | $5,651-6.4% |