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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 | $32,277 | $49,177-34.4% | $79,467-59.4% | $64,173-49.7% |
| Participation rate | 42.1% | 65.0%-22.9pp | 73.3%-31.2pp | 69.6%-27.5pp |
| Annual return | -8.14% | -1.16%-7.0pp | 718.30%-726.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,581 | $2,821+26.9% | $3,704-3.3% | $3,470+3.2% |
| Admin fee / account holder | $4,837 | $3,839+26.0% | $5,104-5.2% | $4,887-1.0% |