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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 | $52,718 | $81,870-35.6% | $119,622-55.9% | $68,486-23.0% |
| Participation rate | 65.5% | 71.9%-6.4pp | 79.3%-13.7pp | 67.9%-2.4pp |
| Annual return | -19.83% | -23.82%+4.0pp | -14.98%-4.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $501 | $2,692-81.4% | $4,232-88.2% | $2,597-80.7% |
| Participant deferral / active EE | $2,024 | $4,148-51.2% | $5,601-63.9% | $4,028-49.7% |
| Admin fee / account holder | $2,074 | $6,583-68.5% | $10,328-79.9% | $5,404-61.6% |