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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 | $55,151 | $81,504-32.3% | $102,437-46.2% | $80,959-31.9% |
| Participation rate | 56.1% | 66.9%-10.8pp | 74.5%-18.4pp | 67.7%-11.6pp |
| Annual return | -30.47% | 25.60%-56.1pp | 24.95%-55.4pp | 35.67%-66.1pp |
| Employer contribution / active EE | $671 | $3,104-78.4% | $3,871-82.7% | $2,757-75.7% |
| Participant deferral / active EE | $1,719 | $3,871-55.6% | $5,060-66.0% | $4,300-60.0% |
| Admin fee / account holder | $3,000 | $6,719-55.4% | $8,388-64.2% | $6,925-56.7% |