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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 | $42,618 | $54,355-21.6% | $82,744-48.5% | $68,486-37.8% |
| Participation rate | 58.1% | 63.9%-5.9pp | 72.6%-14.5pp | 67.9%-9.8pp |
| Annual return | -19.85% | -13.67%-6.2pp | 702.22%-722.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,905 | $3,246+51.1% | $4,395+11.6% | $4,028+21.8% |
| Admin fee / account holder | $3,768 | $4,397-14.3% | $5,325-29.2% | $5,404-30.3% |