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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 | $53,904 | $64,729-16.7% | $112,263-52.0% | $68,490-21.3% |
| Participation rate | 61.8% | 67.2%-5.3pp | 75.1%-13.2pp | 67.9%-6.1pp |
| Annual return | -22.76% | -11.40%-11.4pp | 27.49%-50.2pp | -7.85%-14.9pp |
| Employer contribution / active EE | $423 | $2,746-84.6% | $3,636-88.4% | $2,597-83.7% |
| Participant deferral / active EE | $2,021 | $3,566-43.3% | $4,729-57.3% | $4,028-49.8% |
| Admin fee / account holder | $1,109 | $5,222-78.8% | $6,410-82.7% | $5,403-79.5% |