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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 | $92,275 | $69,977+31.9% | $108,582-15.0% | $62,881+46.7% |
| Participation rate | 67.6% | 72.9%-5.3pp | 79.6%-12.0pp | 69.3%-1.7pp |
| Annual return | -3.03% | 10.73%-13.8pp | -51.70%+48.7pp | 20.14%-23.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,449 | $3,165-22.6% | $4,311-43.2% | $3,203-23.5% |
| Admin fee / account holder | $3,226 | $5,076-36.4% | $7,645-57.8% | $4,296-24.9% |