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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 | $47,502 | $77,817-39.0% | $123,553-61.6% | $64,173-26.0% |
| Participation rate | 54.5% | 74.7%-20.2pp | 82.3%-27.7pp | 69.6%-15.0pp |
| Annual return | -8.53% | 12.49%-21.0pp | 119.21%-127.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $263 | $3,014-91.3% | $4,628-94.3% | $2,381-89.0% |
| Participant deferral / active EE | $6,662 | $5,240+27.1% | $6,426+3.7% | $3,470+92.0% |
| Admin fee / account holder | $1,559 | $5,519-71.8% | $9,284-83.2% | $4,887-68.1% |