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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 | $33,763 | $46,697-27.7% | $117,533-71.3% | $68,486-50.7% |
| Participation rate | 18.5% | 56.8%-38.3pp | 70.6%-52.1pp | 67.9%-49.4pp |
| Annual return | -24.87% | -14.52%-10.4pp | 29.77%-54.6pp | -7.85%-17.0pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,130 | $2,637-57.2% | $4,072-72.3% | $4,028-72.0% |
| Admin fee / account holder | $4,951 | $4,023+23.1% | $5,647-12.3% | $5,404-8.4% |