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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 | $66,549 | $94,529-29.6% | $140,019-52.5% | $64,173+3.7% |
| Participation rate | 57.4% | 84.1%-26.6pp | 87.5%-30.1pp | 69.6%-12.1pp |
| Annual return | -7.96% | 7.77%-15.7pp | 651.17%-659.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,349 | $5,250+20.9% | $6,927-8.3% | $3,470+83.0% |
| Admin fee / account holder | $2,782 | $6,741-58.7% | $10,705-74.0% | $4,887-43.1% |