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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 | $77,347 | $77,817-0.6% | $123,553-37.4% | $64,173+20.5% |
| Participation rate | 56.3% | 74.7%-18.5pp | 82.3%-26.0pp | 69.6%-13.3pp |
| Annual return | -8.35% | 12.49%-20.8pp | 119.21%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $504 | $3,014-83.3% | $4,628-89.1% | $2,381-78.8% |
| Participant deferral / active EE | $2,581 | $5,240-50.7% | $6,426-59.8% | $3,470-25.6% |
| Admin fee / account holder | $13,445 | $5,519+143.6% | $9,284+44.8% | $4,887+175.1% |