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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 | $50,858 | $76,551-33.6% | $123,894-59.0% | $62,881-19.1% |
| Participation rate | 61.3% | 73.0%-11.7pp | 81.4%-20.1pp | 69.3%-8.0pp |
| Annual return | -3.97% | 18.68%-22.6pp | 47.52%-51.5pp | 20.14%-24.1pp |
| Employer contribution / active EE | $171 | $2,882-94.1% | $4,617-96.3% | $2,281-92.5% |
| Participant deferral / active EE | $2,442 | $4,840-49.6% | $5,984-59.2% | $3,203-23.8% |
| Admin fee / account holder | $997 | $4,826-79.3% | $8,357-88.1% | $4,296-76.8% |