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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 | $44,655 | $64,719-31.0% | $112,249-60.2% | $68,486-34.8% |
| Participation rate | 60.3% | 67.2%-6.9pp | 75.1%-14.8pp | 67.9%-7.6pp |
| Annual return | -21.30% | -11.40%-9.9pp | 27.48%-48.8pp | -7.85%-13.4pp |
| Employer contribution / active EE | $660 | $2,747-76.0% | $3,636-81.9% | $2,597-74.6% |
| Participant deferral / active EE | $4,663 | $3,565+30.8% | $4,729-1.4% | $4,028+15.8% |
| Admin fee / account holder | $6,636 | $5,232+26.8% | $6,412+3.5% | $5,404+22.8% |