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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 | $52,377 | $69,977-25.2% | $108,582-51.8% | $62,881-16.7% |
| Participation rate | 35.3% | 72.9%-37.6pp | 79.6%-44.3pp | 69.3%-34.0pp |
| Annual return | 4.26% | 10.73%-6.5pp | -51.70%+56.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $253 | $2,135-88.2% | $3,758-93.3% | $2,281-88.9% |
| Participant deferral / active EE | $2,100 | $3,165-33.6% | $4,311-51.3% | $3,203-34.4% |
| Admin fee / account holder | $6,660 | $5,076+31.2% | $7,645-12.9% | $4,296+55.0% |