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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 | $40,750 | $45,438-10.3% | $80,004-49.1% | $59,633-31.7% |
| Participation rate | 64.3% | 63.7%+0.6pp | 73.0%-8.7pp | 68.7%-4.4pp |
| Annual return | -6.33% | 5.10%-11.4pp | 7.63%-14.0pp | 2041.45%-2047.8pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,990 | $2,231+168.5% | $3,204+87.0% | $3,192+87.7% |
| Admin fee / account holder | $4,516 | $3,464+30.4% | $5,033-10.3% | $4,297+5.1% |