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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 | $62,818 | $94,529-33.5% | $140,019-55.1% | $64,173-2.1% |
| Participation rate | 63.5% | 84.1%-20.6pp | 87.5%-24.0pp | 69.6%-6.1pp |
| Annual return | -7.30% | 7.77%-15.1pp | 651.17%-658.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $983 | $3,812-74.2% | $5,605-82.5% | $2,381-58.7% |
| Participant deferral / active EE | $4,106 | $5,250-21.8% | $6,927-40.7% | $3,470+18.3% |
| Admin fee / account holder | $4,335 | $6,741-35.7% | $10,705-59.5% | $4,887-11.3% |