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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 | $49,665 | $54,380-8.7% | $68,509-27.5% | $59,633-16.7% |
| Participation rate | 50.0% | 70.2%-20.2pp | 74.7%-24.7pp | 68.7%-18.7pp |
| Annual return | -11.87% | 2.83%-14.7pp | 8.27%-20.1pp | 2041.40%-2053.3pp |
| Employer contribution / active EE | $265 | $1,539-82.8% | $2,278-88.4% | $2,203-88.0% |
| Participant deferral / active EE | $2,649 | $2,643+0.2% | $3,382-21.7% | $3,192-17.0% |
| Admin fee / account holder | $11,225 | $3,885+188.9% | $5,275+112.8% | $4,297+161.2% |