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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 | $45,277 | $67,602-33.0% | $82,312-45.0% | $70,126-35.4% |
| Participation rate | 60.5% | 72.8%-12.2pp | 76.9%-16.4pp | 69.5%-9.0pp |
| Annual return | -2.39% | 21.57%-24.0pp | 25.88%-28.3pp | 73.15%-75.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,870 | $2,987-37.4% | $3,706-49.5% | $3,332-43.9% |
| Admin fee / account holder | $12,106 | $4,512+168.3% | $5,608+115.9% | $4,645+160.6% |