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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 | $54,082 | $71,878-24.8% | $86,698-37.6% | $68,486-21.0% |
| Participation rate | 38.5% | 72.2%-33.8pp | 76.6%-38.1pp | 67.9%-29.4pp |
| Annual return | -21.10% | 3.53%-24.6pp | 35.95%-57.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $537 | $2,173-75.3% | $2,837-81.1% | $2,597-79.3% |
| Participant deferral / active EE | $1,751 | $3,779-53.7% | $4,656-62.4% | $4,028-56.5% |
| Admin fee / account holder | $1,824 | $6,113-70.2% | $7,493-75.7% | $5,404-66.3% |