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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 | $81,199 | $83,908-3.2% | $68,509+18.5% | $125,388-35.2% |
| Participation rate | 66.7% | 78.2%-11.5pp | 74.7%-8.1pp | 83.2%-16.5pp |
| Annual return | -4.87% | 14.48%-19.4pp | 8.27%-13.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $15,190 | $4,125+268.3% | $3,382+349.1% | $5,352+183.8% |
| Admin fee / account holder | $726 | $8,982-91.9% | $5,275-86.2% | $9,541-92.4% |