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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 | $46,904 | $69,977-33.0% | $108,582-56.8% | $62,881-25.4% |
| Participation rate | 51.9% | 72.9%-21.0pp | 79.6%-27.7pp | 69.3%-17.5pp |
| Annual return | -10.38% | 10.73%-21.1pp | -51.70%+41.3pp | 20.14%-30.5pp |
| Employer contribution / active EE | $93 | $2,135-95.6% | $3,758-97.5% | $2,281-95.9% |
| Participant deferral / active EE | $3,118 | $3,165-1.5% | $4,311-27.7% | $3,203-2.7% |
| Admin fee / account holder | $8,792 | $5,076+73.2% | $7,645+15.0% | $4,296+104.7% |