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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 | $60,601 | $59,819+1.3% | $79,583-23.9% | $68,490-11.5% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.5%-29.5pp | 67.9%-27.9pp |
| Annual return | -24.83% | -12.30%-12.5pp | 0.16%-25.0pp | -7.85%-17.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,806 | $3,025+58.9% | $3,986+20.6% | $4,028+19.3% |
| Admin fee / account holder | $3,585 | $4,835-25.9% | $6,835-47.6% | $5,403-33.6% |