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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 | $45,981 | $65,557-29.9% | $105,738-56.5% | $56,287-18.3% |
| Participation rate | 52.6% | 63.4%-10.8pp | 76.3%-23.7pp | 69.9%-17.2pp |
| Annual return | -7.45% | -1.32%-6.1pp | 6.27%-13.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $3,268-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,062 | $2,418+26.6% | $4,080-25.0% | $3,350-8.6% |
| Admin fee / account holder | $2,136 | $561+280.4% | $6,913-69.1% | $521+310.0% |