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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 | $52,052 | $62,583-16.8% | $76,767-32.2% | $64,173-18.9% |
| Participation rate | 51.4% | 72.8%-21.4pp | 77.0%-25.5pp | 69.6%-18.1pp |
| Annual return | -8.04% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,476 | $3,145-21.3% | $3,852-35.7% | $3,470-28.6% |
| Admin fee / account holder | $1,675 | $4,667-64.1% | $6,675-74.9% | $4,887-65.7% |