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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 | $70,550 | $77,817-9.3% | $123,553-42.9% | $64,173+9.9% |
| Participation rate | 28.8% | 74.7%-45.9pp | 82.3%-53.4pp | 69.6%-40.7pp |
| Annual return | -8.95% | 12.49%-21.4pp | 119.21%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,531 | $5,240-51.7% | $6,426-60.6% | $3,470-27.1% |
| Admin fee / account holder | $4,235 | $5,519-23.3% | $9,284-54.4% | $4,887-13.3% |