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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 | $54,420 | $65,704-17.2% | $94,229-42.2% | $59,633-8.7% |
| Participation rate | 64.6% | 72.1%-7.5pp | 78.8%-14.2pp | 68.7%-4.1pp |
| Annual return | -3.97% | 5.22%-9.2pp | 10.68%-14.7pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $251 | $2,021-87.6% | $3,587-93.0% | $2,203-88.6% |
| Participant deferral / active EE | $1,799 | $3,143-42.7% | $4,320-58.4% | $3,192-43.6% |
| Admin fee / account holder | $3,005 | $4,265-29.5% | $6,269-52.1% | $4,297-30.1% |