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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 | $50,126 | $73,863-32.1% | $143,797-65.1% | $68,490-26.8% |
| Participation rate | 25.0% | 66.7%-41.7pp | 80.3%-55.3pp | 67.9%-42.9pp |
| Annual return | -19.57% | 0.91%-20.5pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,311 | $3,385-61.3% | $5,638-76.8% | $4,028-67.5% |
| Admin fee / account holder | $6,623 | $5,756+15.1% | $14,679-54.9% | $5,403+22.6% |