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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 | $72,463 | $65,453+10.7% | $86,698-16.4% | $66,938+8.3% |
| Participation rate | 64.2% | 75.5%-11.2pp | 76.6%-12.4pp | 69.8%-5.6pp |
| Annual return | -20.18% | -10.89%-9.3pp | 35.95%-56.1pp | 1.58%-21.8pp |
| Employer contribution / active EE | $554 | $2,154-74.3% | $2,837-80.5% | $2,545-78.2% |
| Participant deferral / active EE | $3,644 | $4,102-11.2% | $4,656-21.7% | $4,238-14.0% |
| Admin fee / account holder | $5,422 | $642+744.8% | $7,493-27.6% | $594+813.6% |