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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 | $83,322 | $81,870+1.8% | $119,634-30.4% | $68,490+21.7% |
| Participation rate | 61.1% | 71.9%-10.8pp | 79.3%-18.2pp | 67.9%-6.8pp |
| Annual return | -20.26% | -23.82%+3.6pp | -14.98%-5.3pp | -7.85%-12.4pp |
| Employer contribution / active EE | $200 | $2,692-92.6% | $4,232-95.3% | $2,597-92.3% |
| Participant deferral / active EE | $2,270 | $4,148-45.3% | $5,601-59.5% | $4,028-43.6% |
| Admin fee / account holder | $1,540 | $6,583-76.6% | $10,329-85.1% | $5,403-71.5% |