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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 | $56,119 | $81,870-31.5% | $119,634-53.1% | $68,490-18.1% |
| Participation rate | 42.3% | 71.9%-29.6pp | 79.3%-37.0pp | 67.9%-25.6pp |
| Annual return | -21.62% | -23.82%+2.2pp | -14.98%-6.6pp | -7.85%-13.8pp |
| Employer contribution / active EE | $391 | $2,692-85.5% | $4,232-90.8% | $2,597-84.9% |
| Participant deferral / active EE | $3,576 | $4,148-13.8% | $5,601-36.2% | $4,028-11.2% |
| Admin fee / account holder | $29,744 | $6,583+351.8% | $10,329+188.0% | $5,403+450.5% |