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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 | $72,693 | $95,975-24.3% | $74,549-2.5% | $135,379-46.3% |
| Participation rate | 45.5% | 75.7%-30.2pp | 69.1%-23.7pp | 82.6%-37.2pp |
| Annual return | -10.27% | 56.96%-67.2pp | 32.53%-42.8pp | 519.79%-530.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,347 | $3,844-38.9% | $3,108-24.5% | $5,609-58.2% |
| Admin fee / account holder | $3,452 | $6,522-47.1% | $5,059-31.8% | $10,828-68.1% |