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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 | $45,004 | $61,660-27.0% | $80,022-43.8% | $64,173-29.9% |
| Participation rate | 46.2% | 71.7%-25.5pp | 75.8%-29.7pp | 69.6%-23.4pp |
| Annual return | -7.80% | -0.33%-7.5pp | 11.22%-19.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $161 | $1,810-91.1% | $2,468-93.5% | $2,381-93.2% |
| Participant deferral / active EE | $1,661 | $2,968-44.0% | $3,686-54.9% | $3,470-52.1% |
| Admin fee / account holder | $8,747 | $5,417+61.5% | $6,521+34.1% | $4,887+79.0% |