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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 | $86,071 | $110,083-21.8% | $151,628-43.2% | $68,495+25.7% |
| Participation rate | 55.4% | 84.0%-28.6pp | 87.5%-32.1pp | 67.9%-12.5pp |
| Annual return | -21.33% | -10.12%-11.2pp | 3.34%-24.7pp | -7.84%-13.5pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,874 | $6,526+51.3% | $8,363+18.1% | $4,028+145.2% |
| Admin fee / account holder | $2,106 | $7,718-72.7% | $11,613-81.9% | $5,403-61.0% |