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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 | $43,590 | $50,958-14.5% | $74,552-41.5% | $64,181-32.1% |
| Participation rate | 43.7% | 61.1%-17.4pp | 69.1%-25.5pp | 69.6%-25.9pp |
| Annual return | -8.92% | -1.86%-7.1pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,731 | $2,301-24.8% | $3,108-44.3% | $3,470-50.1% |
| Admin fee / account holder | $1,401 | $4,223-66.8% | $5,060-72.3% | $4,887-71.3% |