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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 | $78,770 | $73,009+7.9% | $90,756-13.2% | $68,495+15.0% |
| Participation rate | 44.9% | 70.8%-25.9pp | 75.7%-30.8pp | 67.9%-23.0pp |
| Annual return | -23.13% | -13.81%-9.3pp | -12.16%-11.0pp | -7.84%-15.3pp |
| Employer contribution / active EE | $69 | $2,193-96.8% | $2,922-97.6% | $2,596-97.3% |
| Participant deferral / active EE | $1,622 | $3,626-55.3% | $4,565-64.5% | $4,028-59.7% |
| Admin fee / account holder | $3,790 | $5,896-35.7% | $8,445-55.1% | $5,403-29.9% |