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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 | $29,948 | $72,177-58.5% | $115,038-74.0% | $59,633-49.8% |
| Participation rate | 53.2% | 72.6%-19.4pp | 81.4%-28.2pp | 68.7%-15.5pp |
| Annual return | -5.52% | 12.02%-17.5pp | 26.14%-31.7pp | 2041.45%-2047.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,376 | $4,783+54.2% | $6,026+22.4% | $3,192+131.1% |
| Admin fee / account holder | $12,930 | $4,927+162.4% | $8,175+58.2% | $4,297+200.9% |