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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 | $49,994 | $67,411-25.8% | $91,004-45.1% | $70,124-28.7% |
| Participation rate | 38.4% | 71.4%-33.0pp | 75.6%-37.2pp | 69.5%-31.2pp |
| Annual return | 10.30% | -40.16%+50.5pp | 4.60%+5.7pp | 73.14%-62.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,976 | $2,823-30.0% | $3,548-44.3% | $3,332-40.7% |
| Admin fee / account holder | $5,955 | $4,236+40.6% | $5,417+9.9% | $4,645+28.2% |