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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 | $68,238 | $50,947+33.9% | $74,549-8.5% | $64,173+6.3% |
| Participation rate | 69.2% | 61.1%+8.2pp | 69.1%+0.1pp | 69.6%-0.3pp |
| Annual return | -8.49% | -1.85%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $42 | $1,115-96.2% | $1,961-97.9% | $2,381-98.2% |
| Participant deferral / active EE | $4,369 | $2,302+89.8% | $3,108+40.6% | $3,470+25.9% |
| Admin fee / account holder | $896 | $4,221-78.8% | $5,059-82.3% | $4,887-81.7% |