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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 | $55,886 | $73,009-23.5% | $90,760-38.4% | $68,486-18.4% |
| Participation rate | 64.0% | 70.8%-6.8pp | 75.7%-11.6pp | 67.9%-3.8pp |
| Annual return | -20.14% | -13.81%-6.3pp | -12.16%-8.0pp | -7.85%-12.3pp |
| Employer contribution / active EE | $324 | $2,193-85.2% | $2,922-88.9% | $2,597-87.5% |
| Participant deferral / active EE | $2,140 | $3,626-41.0% | $4,565-53.1% | $4,028-46.9% |
| Admin fee / account holder | $6,150 | $5,896+4.3% | $8,444-27.2% | $5,404+13.8% |