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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 | $24,742 | $82,674-70.1% | $125,381-80.3% | $68,486-63.9% |
| Participation rate | 68.8% | 75.1%-6.3pp | 82.4%-13.6pp | 67.9%+0.9pp |
| Annual return | -23.26% | -5.97%-17.3pp | 572.31%-595.6pp | -7.85%-15.4pp |
| Employer contribution / active EE | $625 | $3,382-81.5% | $4,815-87.0% | $2,597-75.9% |
| Participant deferral / active EE | $5,540 | $6,111-9.3% | $7,448-25.6% | $4,028+37.6% |
| Admin fee / account holder | $1,407 | $6,277-77.6% | $10,007-85.9% | $5,404-74.0% |