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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 | $45,293 | $81,870-44.7% | $119,622-62.1% | $68,486-33.9% |
| Participation rate | 42.9% | 71.9%-29.0pp | 79.3%-36.4pp | 67.9%-25.0pp |
| Annual return | -20.20% | -23.82%+3.6pp | -14.98%-5.2pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,297 | $4,148-20.5% | $5,601-41.1% | $4,028-18.1% |
| Admin fee / account holder | $393 | $6,583-94.0% | $10,328-96.2% | $5,404-92.7% |