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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 | $47,013 | $94,529-50.3% | $140,019-66.4% | $64,173-26.7% |
| Participation rate | 68.6% | 84.1%-15.5pp | 87.5%-18.9pp | 69.6%-0.9pp |
| Annual return | -7.93% | 7.77%-15.7pp | 651.15%-659.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $731 | $3,812-80.8% | $5,605-87.0% | $2,381-69.3% |
| Participant deferral / active EE | $3,498 | $5,250-33.4% | $6,927-49.5% | $3,470+0.8% |
| Admin fee / account holder | $344 | $6,741-94.9% | $10,705-96.8% | $4,887-93.0% |