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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 | $53,623 | $59,834-10.4% | $79,576-32.6% | $68,495-21.7% |
| Participation rate | 45.2% | 61.1%-15.9pp | 69.5%-24.3pp | 67.9%-22.7pp |
| Annual return | -21.94% | -12.30%-9.6pp | 0.15%-22.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $263 | $1,505-82.5% | $2,413-89.1% | $2,596-89.9% |
| Participant deferral / active EE | $1,387 | $3,024-54.1% | $3,985-65.2% | $4,028-65.6% |
| Admin fee / account holder | $1,728 | $4,835-64.3% | $6,834-74.7% | $5,403-68.0% |