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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 | $53,596 | $92,219-41.9% | $76,766-30.2% | $135,382-60.4% |
| Participation rate | 64.3% | 79.8%-15.5pp | 77.0%-12.7pp | 82.6%-18.4pp |
| Annual return | -9.48% | 5.46%-14.9pp | 2.43%-11.9pp | 519.77%-529.3pp |
| Employer contribution / active EE | $403 | $3,216-87.5% | $2,485-83.8% | $4,779-91.6% |
| Participant deferral / active EE | $1,612 | $4,508-64.2% | $3,851-58.1% | $5,609-71.3% |
| Admin fee / account holder | $3,278 | $10,749-69.5% | $6,675-50.9% | $10,829-69.7% |