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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 | $55,368 | $46,360+19.4% | $147,617-62.5% | $52,331+5.8% |
| Participation rate | 24.1% | 64.9%-40.8pp | 84.6%-60.5pp | 68.1%-44.0pp |
| Annual return | -2.52% | 1.62%-4.1pp | 61.98%-64.5pp | 4.54%-7.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,241 | $2,258-0.7% | $4,895-54.2% | $3,022-25.9% |
| Admin fee / account holder | $14,998 | $766+1858.5% | $11,612+29.2% | $592+2435.1% |