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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 | $53,584 | $63,924-16.2% | $108,582-50.7% | $55,167-2.9% |
| Participation rate | 55.5% | 74.3%-18.9pp | 79.6%-24.1pp | 69.0%-13.5pp |
| Annual return | 4.65% | 15.31%-10.7pp | -51.70%+56.3pp | 169.23%-164.6pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,974 | $3,067-35.6% | $4,311-54.2% | $3,054-35.4% |
| Admin fee / account holder | $20,617 | $618+3237.9% | $7,645+169.7% | $504+3991.4% |