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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 | $61,755 | $69,977-11.8% | $108,582-43.1% | $62,881-1.8% |
| Participation rate | 48.9% | 72.9%-24.0pp | 79.6%-30.6pp | 69.3%-20.4pp |
| Annual return | 3.94% | 10.73%-6.8pp | -51.70%+55.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $385 | $2,135-82.0% | $3,758-89.8% | $2,281-83.1% |
| Participant deferral / active EE | $2,510 | $3,165-20.7% | $4,311-41.8% | $3,203-21.6% |
| Admin fee / account holder | $15,807 | $5,076+211.4% | $7,645+106.8% | $4,296+268.0% |