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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 | $79,592 | $82,674-3.7% | $125,381-36.5% | $68,486+16.2% |
| Participation rate | 35.8% | 75.1%-39.2pp | 82.4%-46.6pp | 67.9%-32.1pp |
| Annual return | -19.95% | -5.97%-14.0pp | 572.31%-592.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,574 | $6,111-8.8% | $7,448-25.2% | $4,028+38.4% |
| Admin fee / account holder | $6,966 | $6,277+11.0% | $10,007-30.4% | $5,404+28.9% |