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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 | $93,682 | $81,870+14.4% | $119,634-21.7% | $68,490+36.8% |
| Participation rate | 39.6% | 71.9%-32.3pp | 79.3%-39.7pp | 67.9%-28.3pp |
| Annual return | -19.02% | -23.82%+4.8pp | -14.98%-4.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,939 | $4,148-53.3% | $5,601-65.4% | $4,028-51.9% |
| Admin fee / account holder | $1,341 | $6,583-79.6% | $10,329-87.0% | $5,403-75.2% |