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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 | $65,818 | $72,177-8.8% | $115,038-42.8% | $59,633+10.4% |
| Participation rate | 31.6% | 72.6%-41.0pp | 81.4%-49.8pp | 68.7%-37.1pp |
| Annual return | -22.29% | 12.02%-34.3pp | 26.14%-48.4pp | 2041.45%-2063.7pp |
| Employer contribution / active EE | $326 | $2,841-88.5% | $4,608-92.9% | $2,203-85.2% |
| Participant deferral / active EE | $2,825 | $4,783-40.9% | $6,026-53.1% | $3,192-11.5% |
| Admin fee / account holder | $974 | $4,927-80.2% | $8,175-88.1% | $4,297-77.3% |