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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 | $56,677 | $42,909+32.1% | $60,906-6.9% | $68,486-17.2% |
| Participation rate | 21.4% | 66.8%-45.3pp | 73.1%-51.7pp | 67.9%-46.5pp |
| Annual return | -25.47% | -13.99%-11.5pp | 16.94%-42.4pp | -7.85%-17.6pp |
| Employer contribution / active EE | $352 | $1,979-82.2% | $2,703-87.0% | $2,597-86.4% |
| Participant deferral / active EE | $1,313 | $2,866-54.2% | $3,814-65.6% | $4,028-67.4% |
| Admin fee / account holder | $675 | $3,104-78.3% | $3,227-79.1% | $5,404-87.5% |