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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 | $75,922 | $87,166-12.9% | $76,735-1.1% | $137,256-44.7% |
| Participation rate | 57.1% | 74.4%-17.2pp | 69.5%-12.4pp | 80.0%-22.8pp |
| Annual return | -12.84% | 26.50%-39.3pp | 29.77%-42.6pp | 220.34%-233.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,825 | $4,726+319.5% | $4,088+385.0% | $6,407+209.4% |
| Admin fee / account holder | $26,257 | $8,403+212.5% | $7,189+265.2% | $12,270+114.0% |