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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 | $71,944 | $77,816-7.5% | $123,549-41.8% | $64,181+12.1% |
| Participation rate | 39.0% | 74.7%-35.7pp | 82.3%-43.3pp | 69.6%-30.6pp |
| Annual return | -10.76% | 12.49%-23.2pp | 119.20%-130.0pp | 7.63%-18.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,670 | $5,240-49.1% | $6,426-58.5% | $3,470-23.1% |
| Admin fee / account holder | $2,245 | $5,519-59.3% | $9,284-75.8% | $4,887-54.1% |