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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 | $59,135 | $82,674-28.5% | $125,363-52.8% | $68,495-13.7% |
| Participation rate | 51.9% | 75.0%-23.1pp | 82.4%-30.5pp | 67.9%-16.0pp |
| Annual return | -20.17% | -5.97%-14.2pp | 572.15%-592.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $513 | $3,382-84.8% | $4,815-89.3% | $2,596-80.2% |
| Participant deferral / active EE | $3,001 | $6,111-50.9% | $7,447-59.7% | $4,028-25.5% |
| Admin fee / account holder | $2,071 | $6,276-67.0% | $10,005-79.3% | $5,403-61.7% |