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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 | $60,203 | $64,729-7.0% | $112,263-46.4% | $68,490-12.1% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -19.88% | -11.40%-8.5pp | 27.49%-47.4pp | -7.85%-12.0pp |
| Employer contribution / active EE | $632 | $2,746-77.0% | $3,636-82.6% | $2,597-75.7% |
| Participant deferral / active EE | $2,529 | $3,566-29.1% | $4,729-46.5% | $4,028-37.2% |
| Admin fee / account holder | $7,360 | $5,222+40.9% | $6,410+14.8% | $5,403+36.2% |