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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 | $53,769 | $59,186-9.2% | $76,768-30.0% | $56,287-4.5% |
| Participation rate | 39.1% | 75.2%-36.1pp | 77.0%-37.9pp | 69.9%-30.8pp |
| Annual return | -7.28% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.7pp |
| Employer contribution / active EE | $441 | $1,759-74.9% | $2,485-82.2% | $2,111-79.1% |
| Participant deferral / active EE | $1,555 | $3,255-52.2% | $3,852-59.6% | $3,350-53.6% |
| Admin fee / account holder | $11,563 | $489+2264.2% | $6,675+73.2% | $521+2119.7% |