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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 | $66,253 | $46,697+41.9% | $117,533-43.6% | $68,486-3.3% |
| Participation rate | 15.0% | 56.8%-41.8pp | 70.6%-55.6pp | 67.9%-52.9pp |
| Annual return | -22.37% | -14.52%-7.9pp | 29.77%-52.1pp | -7.85%-14.5pp |
| Employer contribution / active EE | $225 | $1,506-85.1% | $4,179-94.6% | $2,597-91.3% |
| Participant deferral / active EE | $2,100 | $2,637-20.4% | $4,072-48.4% | $4,028-47.9% |
| Admin fee / account holder | $1,884 | $4,023-53.2% | $5,647-66.6% | $5,404-65.1% |