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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 | $56,127 | $42,910+30.8% | $60,919-7.9% | $68,490-18.1% |
| Participation rate | 20.0% | 66.8%-46.8pp | 73.1%-53.1pp | 67.9%-47.9pp |
| Annual return | -19.78% | -13.99%-5.8pp | 16.96%-36.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,118 | $2,866-26.1% | $3,814-44.5% | $4,028-47.4% |
| Admin fee / account holder | $577 | $3,104-81.4% | $3,228-82.1% | $5,403-89.3% |