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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 | $65,543 | $78,423-16.4% | $95,964-31.7% | $79,856-17.9% |
| Participation rate | 58.5% | 73.5%-15.0pp | 77.1%-18.5pp | 69.6%-11.1pp |
| Annual return | -8.06% | 19.37%-27.4pp | 91.64%-99.7pp | 31.71%-39.8pp |
| Employer contribution / active EE | $163 | $1,945-91.6% | $2,541-93.6% | $2,471-93.4% |
| Participant deferral / active EE | $1,679 | $3,440-51.2% | $4,167-59.7% | $3,741-55.1% |
| Admin fee / account holder | $861 | $5,622-84.7% | $6,797-87.3% | $5,306-83.8% |