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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 | $57,187 | $61,660-7.3% | $80,022-28.5% | $64,173-10.9% |
| Participation rate | 59.2% | 71.7%-12.5pp | 75.8%-16.6pp | 69.6%-10.4pp |
| Annual return | -7.60% | -0.33%-7.3pp | 11.22%-18.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $80 | $1,810-95.6% | $2,468-96.8% | $2,381-96.7% |
| Participant deferral / active EE | $1,825 | $2,968-38.5% | $3,686-50.5% | $3,470-47.4% |
| Admin fee / account holder | $13,435 | $5,417+148.0% | $6,521+106.0% | $4,887+174.9% |