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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 | $78,206 | $81,870-4.5% | $119,634-34.6% | $68,490+14.2% |
| Participation rate | 55.3% | 71.9%-16.6pp | 79.3%-24.0pp | 67.9%-12.6pp |
| Annual return | -19.49% | -23.82%+4.3pp | -14.98%-4.5pp | -7.85%-11.6pp |
| Employer contribution / active EE | $646 | $2,692-76.0% | $4,232-84.7% | $2,597-75.1% |
| Participant deferral / active EE | $2,765 | $4,148-33.3% | $5,601-50.6% | $4,028-31.3% |
| Admin fee / account holder | $720 | $6,583-89.1% | $10,329-93.0% | $5,403-86.7% |