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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 | $47,904 | $50,947-6.0% | $74,551-35.7% | $64,173-25.4% |
| Participation rate | 48.9% | 61.1%-12.1pp | 69.1%-20.2pp | 69.6%-20.6pp |
| Annual return | -8.09% | -1.85%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,258 | $2,302-1.9% | $3,108-27.4% | $3,470-34.9% |
| Admin fee / account holder | $6,208 | $4,221+47.1% | $5,059+22.7% | $4,887+27.0% |