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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 | $51,369 | $134,001-61.7% | $112,258-54.2% | $134,509-61.8% |
| Participation rate | 23.5% | 78.6%-55.0pp | 75.1%-51.5pp | 81.2%-57.7pp |
| Annual return | -24.26% | 47.15%-71.4pp | 27.47%-51.7pp | 418.13%-442.4pp |
| Employer contribution / active EE | $554 | $4,039-86.3% | $3,636-84.8% | $4,741-88.3% |
| Participant deferral / active EE | $1,551 | $5,291-70.7% | $4,728-67.2% | $6,400-75.8% |
| Admin fee / account holder | $3,765 | $7,491-49.7% | $6,411-41.3% | $11,427-67.1% |