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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 | $72,309 | $83,485-13.4% | $125,195-42.2% | $72,977-0.9% |
| Participation rate | 24.6% | 73.3%-48.7pp | 79.8%-55.2pp | 69.5%-44.9pp |
| Annual return | -40.65% | 25.77%-66.4pp | 43.79%-84.4pp | 81.02%-121.7pp |
| Employer contribution / active EE | $217 | $2,346-90.8% | $3,866-94.4% | $2,440-91.1% |
| Participant deferral / active EE | $2,189 | $3,586-39.0% | $4,937-55.7% | $3,608-39.3% |
| Admin fee / account holder | $14,337 | $5,518+159.8% | $9,704+47.7% | $5,124+179.8% |