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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 | $70,074 | $38,969+79.8% | $109,313-35.9% | $55,167+27.0% |
| Participation rate | 17.8% | 58.2%-40.4pp | 71.3%-53.4pp | 69.0%-51.2pp |
| Annual return | -3.13% | 8.26%-11.4pp | 22.07%-25.2pp | 169.23%-172.4pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,533 | $2,176-29.5% | $3,166-51.6% | $3,054-49.8% |
| Admin fee / account holder | $664 | $501+32.5% | $5,666-88.3% | $504+31.7% |