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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 | $50,806 | $64,716-21.5% | $112,258-54.7% | $68,495-25.8% |
| Participation rate | 40.5% | 67.2%-26.7pp | 75.1%-34.6pp | 67.9%-27.4pp |
| Annual return | -21.49% | -11.40%-10.1pp | 27.47%-49.0pp | -7.84%-13.6pp |
| Employer contribution / active EE | $543 | $2,746-80.2% | $3,636-85.1% | $2,596-79.1% |
| Participant deferral / active EE | $1,912 | $3,565-46.4% | $4,728-59.6% | $4,028-52.5% |
| Admin fee / account holder | $558 | $5,232-89.3% | $6,411-91.3% | $5,403-89.7% |