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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 | $56,127 | $69,977-19.8% | $108,582-48.3% | $62,881-10.7% |
| Participation rate | 57.3% | 72.9%-15.6pp | 79.6%-22.3pp | 69.3%-12.0pp |
| Annual return | 2.71% | 10.73%-8.0pp | -51.70%+54.4pp | 20.14%-17.4pp |
| Employer contribution / active EE | $37 | $2,135-98.3% | $3,758-99.0% | $2,281-98.4% |
| Participant deferral / active EE | $1,702 | $3,165-46.2% | $4,311-60.5% | $3,203-46.9% |
| Admin fee / account holder | $7,386 | $5,076+45.5% | $7,645-3.4% | $4,296+71.9% |