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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 | $60,136 | $81,870-26.5% | $119,622-49.7% | $68,486-12.2% |
| Participation rate | 67.4% | 71.9%-4.5pp | 79.3%-11.9pp | 67.9%-0.5pp |
| Annual return | -18.85% | -23.82%+5.0pp | -14.98%-3.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $263 | $2,692-90.2% | $4,232-93.8% | $2,597-89.9% |
| Participant deferral / active EE | $3,581 | $4,148-13.7% | $5,601-36.1% | $4,028-11.1% |
| Admin fee / account holder | $2,994 | $6,583-54.5% | $10,328-71.0% | $5,404-44.6% |