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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 | $26,385 | $77,816-66.1% | $123,552-78.6% | $64,173-58.9% |
| Participation rate | 36.0% | 74.7%-38.7pp | 82.3%-46.3pp | 69.6%-33.6pp |
| Annual return | -10.86% | 12.49%-23.3pp | 119.20%-130.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,840 | $5,240-45.8% | $6,426-55.8% | $3,470-18.1% |
| Admin fee / account holder | $9,079 | $5,519+64.5% | $9,285-2.2% | $4,887+85.8% |