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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 | $48,830 | $65,704-25.7% | $94,229-48.2% | $59,633-18.1% |
| Participation rate | 64.5% | 72.1%-7.6pp | 78.8%-14.3pp | 68.7%-4.2pp |
| Annual return | -3.11% | 5.22%-8.3pp | 10.68%-13.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,811 | $3,143-10.6% | $4,320-34.9% | $3,192-11.9% |
| Admin fee / account holder | $5,427 | $4,265+27.3% | $6,269-13.4% | $4,297+26.3% |