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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 | $45,092 | $39,245+14.9% | $64,105-29.7% | $52,331-13.8% |
| Participation rate | 37.1% | 58.2%-21.1pp | 68.2%-31.0pp | 68.1%-31.0pp |
| Annual return | -2.99% | 14.79%-17.8pp | 791.24%-794.2pp | 4.54%-7.5pp |
| Employer contribution / active EE | $95 | $736-87.1% | $1,820-94.8% | $1,882-94.9% |
| Participant deferral / active EE | $1,268 | $1,992-36.3% | $2,822-55.1% | $3,022-58.0% |
| Admin fee / account holder | $1,678 | $592+183.3% | $4,499-62.7% | $592+183.7% |