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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 | $81,401 | $82,674-1.5% | $125,381-35.1% | $68,486+18.9% |
| Participation rate | 68.6% | 75.1%-6.5pp | 82.4%-13.8pp | 67.9%+0.7pp |
| Annual return | -20.25% | -5.97%-14.3pp | 572.31%-592.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $352 | $3,382-89.6% | $4,815-92.7% | $2,597-86.4% |
| Participant deferral / active EE | $3,048 | $6,111-50.1% | $7,448-59.1% | $4,028-24.3% |
| Admin fee / account holder | $5,240 | $6,277-16.5% | $10,007-47.6% | $5,404-3.0% |