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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 | $73,511 | $64,706+13.6% | $112,244-34.5% | $68,498+7.3% |
| Participation rate | 33.9% | 67.1%-33.2pp | 75.1%-41.2pp | 67.9%-34.0pp |
| Annual return | -21.29% | -11.40%-9.9pp | 27.46%-48.7pp | -7.84%-13.4pp |
| Employer contribution / active EE | $333 | $2,746-87.9% | $3,635-90.8% | $2,596-87.2% |
| Participant deferral / active EE | $2,246 | $3,565-37.0% | $4,728-52.5% | $4,027-44.2% |
| Admin fee / account holder | $11,110 | $5,231+112.4% | $6,411+73.3% | $5,403+105.6% |