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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 | $67,161 | $65,034+3.3% | $90,970-26.2% | $79,856-15.9% |
| Participation rate | 24.6% | 61.6%-37.0pp | 69.0%-44.4pp | 69.6%-45.1pp |
| Annual return | -36.40% | 30.45%-66.9pp | 134.60%-171.0pp | 31.71%-68.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,527 | $2,512+0.6% | $3,373-25.1% | $3,741-32.5% |
| Admin fee / account holder | $1,422 | $4,536-68.7% | $5,961-76.1% | $5,306-73.2% |