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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 | $53,601 | $71,878-25.4% | $86,698-38.2% | $68,486-21.7% |
| Participation rate | 55.2% | 72.2%-17.1pp | 76.6%-21.4pp | 67.9%-12.7pp |
| Annual return | -19.85% | 3.53%-23.4pp | 35.95%-55.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $362 | $2,173-83.3% | $2,837-87.2% | $2,597-86.1% |
| Participant deferral / active EE | $2,188 | $3,779-42.1% | $4,656-53.0% | $4,028-45.7% |
| Admin fee / account holder | $1,309 | $6,113-78.6% | $7,493-82.5% | $5,404-75.8% |