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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 | $51,382 | $56,339-8.8% | $104,301-50.7% | $68,486-25.0% |
| Participation rate | 20.0% | 63.3%-43.3pp | 73.3%-53.3pp | 67.9%-47.9pp |
| Annual return | -19.67% | -9.19%-10.5pp | 24.61%-44.3pp | -7.85%-11.8pp |
| Employer contribution / active EE | $360 | $1,960-81.6% | $3,373-89.3% | $2,597-86.1% |
| Participant deferral / active EE | $1,161 | $3,077-62.3% | $4,626-74.9% | $4,028-71.2% |
| Admin fee / account holder | $1,431 | $4,902-70.8% | $7,340-80.5% | $5,404-73.5% |