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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 | $56,594 | $60,349-6.2% | $74,184-23.7% | $62,881-10.0% |
| Participation rate | 63.9% | 72.7%-8.8pp | 76.6%-12.7pp | 69.3%-5.4pp |
| Annual return | -3.13% | 21.38%-24.5pp | 17.74%-20.9pp | 20.14%-23.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,069 | $2,856-27.5% | $3,550-41.7% | $3,203-35.4% |
| Admin fee / account holder | $15,040 | $4,261+253.0% | $5,586+169.3% | $4,296+250.1% |