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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 | $56,115 | $81,870-31.5% | $119,634-53.1% | $68,490-18.1% |
| Participation rate | 10.0% | 71.9%-61.9pp | 79.3%-69.3pp | 67.9%-57.9pp |
| Annual return | -20.11% | -23.82%+3.7pp | -14.98%-5.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $420 | $2,692-84.4% | $4,232-90.1% | $2,597-83.8% |
| Participant deferral / active EE | $1,983 | $4,148-52.2% | $5,601-64.6% | $4,028-50.8% |
| Admin fee / account holder | $1,266 | $6,583-80.8% | $10,329-87.7% | $5,403-76.6% |