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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 | $26,575 | $73,848-64.0% | $143,799-81.5% | $68,486-61.2% |
| Participation rate | 61.3% | 66.7%-5.4pp | 80.3%-19.0pp | 67.9%-6.6pp |
| Annual return | -22.17% | 0.91%-23.1pp | -0.04%-22.1pp | -7.85%-14.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,687 | $3,385+8.9% | $5,638-34.6% | $4,028-8.5% |
| Admin fee / account holder | $5,680 | $5,755-1.3% | $14,677-61.3% | $5,404+5.1% |