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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 | $47,272 | $110,083-57.1% | $151,628-68.8% | $68,495-31.0% |
| Participation rate | 60.7% | 84.0%-23.2pp | 87.5%-26.8pp | 67.9%-7.2pp |
| Annual return | -18.76% | -10.12%-8.6pp | 3.34%-22.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $587 | $4,470-86.9% | $6,165-90.5% | $2,596-77.4% |
| Participant deferral / active EE | $3,043 | $6,526-53.4% | $8,363-63.6% | $4,028-24.4% |
| Admin fee / account holder | $1,236 | $7,718-84.0% | $11,613-89.4% | $5,403-77.1% |