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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 | $76,436 | $81,870-6.6% | $119,634-36.1% | $68,490+11.6% |
| Participation rate | 66.0% | 71.9%-5.9pp | 79.3%-13.3pp | 67.9%-1.9pp |
| Annual return | -19.13% | -23.82%+4.7pp | -14.98%-4.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $305 | $2,692-88.7% | $4,232-92.8% | $2,597-88.3% |
| Participant deferral / active EE | $2,635 | $4,148-36.5% | $5,601-53.0% | $4,028-34.6% |
| Admin fee / account holder | $6,932 | $6,583+5.3% | $10,329-32.9% | $5,403+28.3% |