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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 | $73,200 | $64,729+13.1% | $112,263-34.8% | $68,490+6.9% |
| Participation rate | 38.7% | 67.2%-28.4pp | 75.1%-36.4pp | 67.9%-29.2pp |
| Annual return | -20.91% | -11.40%-9.5pp | 27.49%-48.4pp | -7.85%-13.1pp |
| Employer contribution / active EE | $120 | $2,746-95.6% | $3,636-96.7% | $2,597-95.4% |
| Participant deferral / active EE | $2,187 | $3,566-38.7% | $4,729-53.8% | $4,028-45.7% |
| Admin fee / account holder | $1,419 | $5,222-72.8% | $6,410-77.9% | $5,403-73.7% |