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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 | $50,658 | $31,109+62.8% | $67,704-25.2% | $52,331-3.2% |
| Participation rate | 30.9% | 54.0%-23.1pp | 67.5%-36.6pp | 68.1%-37.2pp |
| Annual return | -3.16% | 23.70%-26.9pp | 25.41%-28.6pp | 4.54%-7.7pp |
| Employer contribution / active EE | $8 | $1,076-99.2% | $2,559-99.7% | $1,882-99.6% |
| Participant deferral / active EE | $1,373 | $1,970-30.3% | $3,585-61.7% | $3,022-54.6% |
| Admin fee / account holder | $21,753 | $466+4567.4% | $4,255+411.2% | $592+3577.0% |