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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 | $64,084 | $81,870-21.7% | $119,622-46.4% | $68,486-6.4% |
| Participation rate | 47.9% | 71.9%-24.0pp | 79.3%-31.4pp | 67.9%-20.0pp |
| Annual return | -20.57% | -23.82%+3.2pp | -14.98%-5.6pp | -7.85%-12.7pp |
| Employer contribution / active EE | $601 | $2,692-77.7% | $4,232-85.8% | $2,597-76.8% |
| Participant deferral / active EE | $2,921 | $4,148-29.6% | $5,601-47.9% | $4,028-27.5% |
| Admin fee / account holder | $1,502 | $6,583-77.2% | $10,328-85.5% | $5,404-72.2% |