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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 | $41,530 | $56,339-26.3% | $104,301-60.2% | $68,486-39.4% |
| Participation rate | 25.8% | 63.3%-37.5pp | 73.3%-47.5pp | 67.9%-42.1pp |
| Annual return | -19.38% | -9.19%-10.2pp | 24.61%-44.0pp | -7.85%-11.5pp |
| Employer contribution / active EE | $415 | $1,960-78.8% | $3,373-87.7% | $2,597-84.0% |
| Participant deferral / active EE | $1,368 | $3,077-55.5% | $4,626-70.4% | $4,028-66.0% |
| Admin fee / account holder | $810 | $4,902-83.5% | $7,340-89.0% | $5,404-85.0% |