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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 | $80,567 | $59,819+34.7% | $79,583+1.2% | $68,490+17.6% |
| Participation rate | 20.9% | 61.1%-40.1pp | 69.5%-48.6pp | 67.9%-47.0pp |
| Annual return | -20.36% | -12.30%-8.1pp | 0.16%-20.5pp | -7.85%-12.5pp |
| Employer contribution / active EE | $116 | $1,505-92.3% | $2,414-95.2% | $2,597-95.5% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,213 | $4,835-74.9% | $6,835-82.3% | $5,403-77.6% |