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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 | $74,755 | $64,719+15.5% | $112,249-33.4% | $68,486+9.2% |
| Participation rate | 46.5% | 67.2%-20.6pp | 75.1%-28.5pp | 67.9%-21.4pp |
| Annual return | -21.47% | -11.40%-10.1pp | 27.48%-48.9pp | -7.85%-13.6pp |
| Employer contribution / active EE | $458 | $2,747-83.3% | $3,636-87.4% | $2,597-82.4% |
| Participant deferral / active EE | $2,647 | $3,565-25.7% | $4,729-44.0% | $4,028-34.3% |
| Admin fee / account holder | $8,411 | $5,232+60.7% | $6,412+31.2% | $5,404+55.6% |