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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 | $51,192 | $73,863-30.7% | $143,797-64.4% | $68,490-25.3% |
| Participation rate | 59.1% | 66.7%-7.6pp | 80.3%-21.2pp | 67.9%-8.8pp |
| Annual return | -25.76% | 0.91%-26.7pp | -0.04%-25.7pp | -7.85%-17.9pp |
| Employer contribution / active EE | $295 | $3,185-90.7% | $4,952-94.0% | $2,597-88.6% |
| Participant deferral / active EE | $1,427 | $3,385-57.8% | $5,638-74.7% | $4,028-64.6% |
| Admin fee / account holder | $1,422 | $5,756-75.3% | $14,679-90.3% | $5,403-73.7% |