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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 | $58,209 | $64,716-10.1% | $112,258-48.1% | $68,495-15.0% |
| Participation rate | 21.4% | 67.2%-45.7pp | 75.1%-53.6pp | 67.9%-46.5pp |
| Annual return | -22.48% | -11.40%-11.1pp | 27.47%-50.0pp | -7.84%-14.6pp |
| Employer contribution / active EE | $129 | $2,746-95.3% | $3,636-96.4% | $2,596-95.0% |
| Participant deferral / active EE | $3,115 | $3,565-12.6% | $4,728-34.1% | $4,028-22.7% |
| Admin fee / account holder | $21,874 | $5,232+318.1% | $6,411+241.2% | $5,403+304.8% |