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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 | $55,951 | $49,280+13.5% | $67,313-16.9% | $64,173-12.8% |
| Participation rate | 20.5% | 60.8%-40.3pp | 69.1%-48.6pp | 69.6%-49.1pp |
| Annual return | -10.05% | -1.39%-8.7pp | -4.08%-6.0pp | 7.63%-17.7pp |
| Employer contribution / active EE | $67 | $1,668-96.0% | $2,566-97.4% | $2,381-97.2% |
| Participant deferral / active EE | $1,211 | $2,484-51.2% | $3,568-66.1% | $3,470-65.1% |
| Admin fee / account holder | $3,014 | $3,863-22.0% | $4,507-33.1% | $4,887-38.3% |