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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 | $59,123 | $45,438+30.1% | $80,004-26.1% | $59,633-0.9% |
| Participation rate | 37.5% | 63.7%-26.2pp | 73.0%-35.5pp | 68.7%-31.2pp |
| Annual return | -6.02% | 5.10%-11.1pp | 7.63%-13.7pp | 2041.40%-2047.4pp |
| Employer contribution / active EE | $185 | $1,236-85.0% | $2,473-92.5% | $2,203-91.6% |
| Participant deferral / active EE | $1,901 | $2,231-14.8% | $3,204-40.7% | $3,192-40.4% |
| Admin fee / account holder | $6,007 | $3,464+73.4% | $5,033+19.3% | $4,297+39.8% |