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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 | $64,844 | $81,870-20.8% | $119,622-45.8% | $68,486-5.3% |
| Participation rate | 57.7% | 71.9%-14.1pp | 79.3%-21.5pp | 67.9%-10.1pp |
| Annual return | -19.26% | -23.82%+4.6pp | -14.98%-4.3pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,621 | $4,148+35.5% | $5,601+0.4% | $4,028+39.6% |
| Admin fee / account holder | $12,749 | $6,583+93.7% | $10,328+23.4% | $5,404+135.9% |