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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 | $81,304 | $72,269+12.5% | $101,271-19.7% | $79,852+1.8% |
| Participation rate | 35.1% | 68.5%-33.4pp | 75.8%-40.7pp | 69.6%-34.5pp |
| Annual return | -9.63% | 22.29%-31.9pp | 46.48%-56.1pp | 31.72%-41.3pp |
| Employer contribution / active EE | $40 | $2,692-98.5% | $3,660-98.9% | $2,471-98.4% |
| Participant deferral / active EE | $2,638 | $3,282-19.6% | $4,371-39.6% | $3,740-29.5% |
| Admin fee / account holder | $5,824 | $4,401+32.3% | $5,948-2.1% | $5,306+9.8% |