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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 | $72,292 | $49,280+46.7% | $67,313+7.4% | $64,173+12.7% |
| Participation rate | 56.3% | 60.8%-4.5pp | 69.1%-12.8pp | 69.6%-13.3pp |
| Annual return | -9.82% | -1.39%-8.4pp | -4.08%-5.7pp | 7.63%-17.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,288 | $2,484-7.9% | $3,568-35.9% | $3,470-34.1% |
| Admin fee / account holder | $1,537 | $3,863-60.2% | $4,507-65.9% | $4,887-68.6% |