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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 | $38,213 | $54,380-29.7% | $68,509-44.2% | $59,633-35.9% |
| Participation rate | 51.0% | 70.2%-19.2pp | 74.7%-23.7pp | 68.7%-17.7pp |
| Annual return | -2.62% | 2.83%-5.5pp | 8.27%-10.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $173 | $1,539-88.8% | $2,278-92.4% | $2,203-92.2% |
| Participant deferral / active EE | $1,262 | $2,643-52.3% | $3,382-62.7% | $3,192-60.5% |
| Admin fee / account holder | $5,527 | $3,885+42.3% | $5,275+4.8% | $4,297+28.6% |