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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 | $49,702 | $46,697+6.4% | $117,529-57.7% | $68,490-27.4% |
| Participation rate | 20.9% | 56.8%-35.8pp | 70.6%-49.7pp | 67.9%-47.0pp |
| Annual return | -19.99% | -14.52%-5.5pp | 29.77%-49.8pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,197 | $2,637-54.6% | $4,072-70.6% | $4,028-70.3% |
| Admin fee / account holder | $2,216 | $4,023-44.9% | $5,645-60.7% | $5,403-59.0% |