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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 | $59,229 | $73,848-19.8% | $143,799-58.8% | $68,486-13.5% |
| Participation rate | 12.0% | 66.7%-54.7pp | 80.3%-68.3pp | 67.9%-55.9pp |
| Annual return | -21.98% | 0.91%-22.9pp | -0.04%-21.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $95 | $3,184-97.0% | $4,952-98.1% | $2,597-96.3% |
| Participant deferral / active EE | $1,294 | $3,385-61.8% | $5,638-77.1% | $4,028-67.9% |
| Admin fee / account holder | $716 | $5,755-87.6% | $14,677-95.1% | $5,404-86.8% |