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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 | $47,477 | $73,839-35.7% | $143,788-67.0% | $68,495-30.7% |
| Participation rate | 29.4% | 66.7%-37.2pp | 80.3%-50.9pp | 67.9%-38.5pp |
| Annual return | -19.70% | 1.01%-20.7pp | -0.03%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $248 | $3,184-92.2% | $4,952-95.0% | $2,596-90.4% |
| Participant deferral / active EE | $1,793 | $3,384-47.0% | $5,638-68.2% | $4,028-55.5% |
| Admin fee / account holder | $2,168 | $5,755-62.3% | $14,675-85.2% | $5,403-59.9% |