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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 | $47,304 | $67,411-29.8% | $91,004-48.0% | $70,126-32.5% |
| Participation rate | 59.0% | 71.4%-12.4pp | 75.6%-16.6pp | 69.5%-10.6pp |
| Annual return | 10.06% | -40.16%+50.2pp | 4.60%+5.5pp | 73.15%-63.1pp |
| Employer contribution / active EE | $319 | $1,786-82.1% | $2,456-87.0% | $2,343-86.4% |
| Participant deferral / active EE | $1,377 | $2,823-51.2% | $3,548-61.2% | $3,332-58.7% |
| Admin fee / account holder | $10,883 | $4,236+156.9% | $5,417+100.9% | $4,645+134.3% |