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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 | $58,472 | $48,576+20.4% | $169,452-65.5% | $56,287+3.9% |
| Participation rate | 55.1% | 65.8%-10.7pp | 77.8%-22.6pp | 69.9%-14.7pp |
| Annual return | -8.18% | -2.51%-5.7pp | 1.83%-10.0pp | -9.96%+1.8pp |
| Employer contribution / active EE | $19 | $1,559-98.8% | $4,157-99.5% | $2,111-99.1% |
| Participant deferral / active EE | $2,315 | $3,275-29.3% | $5,277-56.1% | $3,350-30.9% |
| Admin fee / account holder | $4,428 | $435+917.7% | $9,110-51.4% | $521+750.0% |