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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 | $56,976 | $85,790-33.6% | $67,313-15.4% | $135,380-57.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -10.20% | -0.54%-9.7pp | -4.08%-6.1pp | 519.81%-530.0pp |
| Employer contribution / active EE | $415 | $3,487-88.1% | $2,566-83.8% | $4,779-91.3% |
| Participant deferral / active EE | $1,662 | $4,651-64.3% | $3,568-53.4% | $5,609-70.4% |
| Admin fee / account holder | $4,663 | $6,392-27.0% | $4,507+3.5% | $10,828-56.9% |