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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 | $66,067 | $71,873-8.1% | $86,698-23.8% | $68,490-3.5% |
| Participation rate | 65.9% | 72.2%-6.4pp | 76.6%-10.7pp | 67.9%-2.0pp |
| Annual return | -22.28% | 3.54%-25.8pp | 35.96%-58.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $53 | $2,173-97.5% | $2,837-98.1% | $2,597-97.9% |
| Participant deferral / active EE | $4,634 | $3,779+22.6% | $4,656-0.5% | $4,028+15.1% |
| Admin fee / account holder | $6,418 | $6,110+5.0% | $7,492-14.3% | $5,403+18.8% |