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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 | $62,607 | $37,134+68.6% | $100,671-37.8% | $52,331+19.6% |
| Participation rate | 20.2% | 57.7%-37.5pp | 70.7%-50.5pp | 68.1%-47.9pp |
| Annual return | -2.45% | 0.10%-2.6pp | 20.43%-22.9pp | 4.54%-7.0pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,241 | $2,163-42.6% | $3,144-60.5% | $3,022-58.9% |
| Admin fee / account holder | $1,686 | $467+261.0% | $4,850-65.2% | $592+184.9% |