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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 | $49,266 | $72,177-31.7% | $115,038-57.2% | $59,633-17.4% |
| Participation rate | 32.4% | 72.6%-40.1pp | 81.4%-48.9pp | 68.7%-36.2pp |
| Annual return | -3.80% | 12.02%-15.8pp | 26.14%-29.9pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,734 | $4,783-1.0% | $6,026-21.5% | $3,192+48.3% |
| Admin fee / account holder | $8,616 | $4,927+74.9% | $8,175+5.4% | $4,297+100.5% |