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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 | $28,898 | $45,872-37.0% | $77,096-62.5% | $68,486-57.8% |
| Participation rate | 41.0% | 55.9%-14.9pp | 67.9%-26.9pp | 67.9%-26.9pp |
| Annual return | -20.33% | 1.73%-22.1pp | 42.35%-62.7pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,005 | $2,963+1.4% | $4,429-32.2% | $4,028-25.4% |
| Admin fee / account holder | $2,151 | $3,041-29.3% | $5,428-60.4% | $5,404-60.2% |