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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 | $68,729 | $71,878-4.4% | $86,698-20.7% | $68,486+0.4% |
| Participation rate | 40.6% | 72.2%-31.6pp | 76.6%-36.0pp | 67.9%-27.3pp |
| Annual return | -19.91% | 3.53%-23.4pp | 35.95%-55.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $347 | $2,173-84.0% | $2,837-87.8% | $2,597-86.6% |
| Participant deferral / active EE | $2,850 | $3,779-24.6% | $4,656-38.8% | $4,028-29.2% |
| Admin fee / account holder | $2,318 | $6,113-62.1% | $7,493-69.1% | $5,404-57.1% |