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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 | $61,830 | $67,411-8.3% | $91,004-32.1% | $70,126-11.8% |
| Participation rate | 42.3% | 71.4%-29.1pp | 75.6%-33.3pp | 69.5%-27.2pp |
| Annual return | 10.52% | -40.16%+50.7pp | 4.60%+5.9pp | 73.15%-62.6pp |
| Employer contribution / active EE | $275 | $1,786-84.6% | $2,456-88.8% | $2,343-88.3% |
| Participant deferral / active EE | $1,513 | $2,823-46.4% | $3,548-57.3% | $3,332-54.6% |
| Admin fee / account holder | $5,110 | $4,236+20.6% | $5,417-5.7% | $4,645+10.0% |