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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 | $60,831 | $64,719-6.0% | $112,249-45.8% | $68,486-11.2% |
| Participation rate | 54.7% | 67.2%-12.5pp | 75.1%-20.4pp | 67.9%-13.2pp |
| Annual return | -24.08% | -11.40%-12.7pp | 27.48%-51.6pp | -7.85%-16.2pp |
| Employer contribution / active EE | $640 | $2,747-76.7% | $3,636-82.4% | $2,597-75.3% |
| Participant deferral / active EE | $3,011 | $3,565-15.5% | $4,729-36.3% | $4,028-25.2% |
| Admin fee / account holder | $1,408 | $5,232-73.1% | $6,412-78.0% | $5,404-73.9% |