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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 | $61,266 | $72,486-15.5% | $87,103-29.7% | $72,976-16.0% |
| Participation rate | 32.3% | 72.8%-40.5pp | 76.9%-44.6pp | 69.5%-37.2pp |
| Annual return | -1.08% | 24.46%-25.5pp | 28.19%-29.3pp | 81.02%-82.1pp |
| Employer contribution / active EE | $50 | $1,894-97.4% | $2,521-98.0% | $2,440-97.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,877 | $5,055+135.0% | $7,491+58.5% | $5,124+131.8% |