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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 | $38,894 | $181,896-78.6% | $156,551-75.2% | $273,972-85.8% |
| Participation rate | 30.0% | 88.4%-58.4pp | 84.0%-54.0pp | 83.0%-53.0pp |
| Annual return | -14.55% | 30.74%-45.3pp | 32.23%-46.8pp | 41.46%-56.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,914 | $5,550-29.5% | $4,871-19.6% | $5,287-26.0% |
| Admin fee / account holder | $7,113 | $15,560-54.3% | $13,028-45.4% | $10,133-29.8% |