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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 | $69,289 | $72,404-4.3% | $110,243-37.1% | $64,173+8.0% |
| Participation rate | 48.3% | 73.3%-25.1pp | 79.8%-31.5pp | 69.6%-21.3pp |
| Annual return | -8.94% | -6.29%-2.6pp | 314.76%-323.7pp | 7.63%-16.6pp |
| Employer contribution / active EE | $152 | $2,282-93.3% | $3,827-96.0% | $2,381-93.6% |
| Participant deferral / active EE | $1,708 | $3,469-50.8% | $4,672-63.5% | $3,470-50.8% |
| Admin fee / account holder | $760 | $5,664-86.6% | $8,548-91.1% | $4,887-84.4% |