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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 | $70,140 | $105,623-33.6% | $87,502-19.8% | $273,972-74.4% |
| Participation rate | 68.4% | 78.2%-9.8pp | 73.8%-5.4pp | 83.0%-14.6pp |
| Annual return | -2.53% | 12.26%-14.8pp | 12.21%-14.7pp | 41.46%-44.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $841 | $3,601-76.6% | $3,149-73.3% | $5,287-84.1% |
| Admin fee / account holder | $23,746 | $4,781+396.7% | $4,221+462.6% | $10,133+134.3% |