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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 | $68,801 | $71,878-4.3% | $86,698-20.6% | $68,486+0.5% |
| Participation rate | 54.9% | 72.2%-17.4pp | 76.6%-21.7pp | 67.9%-13.0pp |
| Annual return | -19.16% | 3.53%-22.7pp | 35.95%-55.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $544 | $2,173-75.0% | $2,837-80.8% | $2,597-79.1% |
| Participant deferral / active EE | $1,874 | $3,779-50.4% | $4,656-59.8% | $4,028-53.5% |
| Admin fee / account holder | $1,088 | $6,113-82.2% | $7,493-85.5% | $5,404-79.9% |