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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 | $61,998 | $67,411-8.0% | $91,004-31.9% | $70,124-11.6% |
| Participation rate | 53.3% | 71.4%-18.0pp | 75.6%-22.3pp | 69.5%-16.2pp |
| Annual return | 11.95% | -40.16%+52.1pp | 4.60%+7.4pp | 73.14%-61.2pp |
| Employer contribution / active EE | $28 | $1,786-98.4% | $2,456-98.9% | $2,342-98.8% |
| Participant deferral / active EE | $1,388 | $2,823-50.8% | $3,548-60.9% | $3,332-58.3% |
| Admin fee / account holder | $12,548 | $4,236+196.2% | $5,417+131.6% | $4,645+170.1% |