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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 | $59,850 | $99,345-39.8% | $84,753-29.4% | $273,972-78.2% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | -5.20% | 22.93%-28.1pp | 22.78%-28.0pp | 41.46%-46.7pp |
| Employer contribution / active EE | $399 | $4,214-90.5% | $3,574-88.8% | $4,869-91.8% |
| Participant deferral / active EE | $2,003 | $4,270-53.1% | $3,712-46.0% | $5,287-62.1% |
| Admin fee / account holder | $27,047 | $6,645+307.0% | $5,333+407.1% | $10,133+166.9% |