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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 | $62,274 | $73,848-15.7% | $143,799-56.7% | $68,486-9.1% |
| Participation rate | 62.5% | 66.7%-4.2pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | -24.58% | 0.91%-25.5pp | -0.04%-24.5pp | -7.85%-16.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,977 | $3,385+17.5% | $5,638-29.5% | $4,028-1.3% |
| Admin fee / account holder | $604 | $5,755-89.5% | $14,677-95.9% | $5,404-88.8% |