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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 | $48,551 | $42,383+14.6% | $76,518-36.5% | $64,173-24.3% |
| Participation rate | 23.7% | 58.1%-34.5pp | 68.0%-44.3pp | 69.6%-45.9pp |
| Annual return | -9.36% | -16.54%+7.2pp | -0.27%-9.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,999 | $2,566-22.1% | $3,836-47.9% | $3,470-42.4% |
| Admin fee / account holder | $1,239 | $3,198-61.2% | $4,849-74.4% | $4,887-74.6% |