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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 | $59,690 | $64,729-7.8% | $112,263-46.8% | $68,490-12.8% |
| Participation rate | 18.5% | 67.2%-48.6pp | 75.1%-56.5pp | 67.9%-49.4pp |
| Annual return | -20.15% | -11.40%-8.8pp | 27.49%-47.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $584 | $2,746-78.7% | $3,636-83.9% | $2,597-77.5% |
| Participant deferral / active EE | $2,090 | $3,566-41.4% | $4,729-55.8% | $4,028-48.1% |
| Admin fee / account holder | $2,918 | $5,222-44.1% | $6,410-54.5% | $5,403-46.0% |