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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 | $61,523 | $50,947+20.8% | $74,551-17.5% | $64,173-4.1% |
| Participation rate | 44.4% | 61.1%-16.6pp | 69.1%-24.7pp | 69.6%-25.1pp |
| Annual return | -8.81% | -1.85%-7.0pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1 | $1,115-99.9% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,223 | $2,302+127.0% | $3,108+68.1% | $3,470+50.5% |
| Admin fee / account holder | $6,828 | $4,221+61.8% | $5,059+35.0% | $4,887+39.7% |