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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 | $36,727 | $45,872-19.9% | $77,100-52.4% | $68,490-46.4% |
| Participation rate | 12.8% | 55.9%-43.2pp | 67.9%-55.2pp | 67.9%-55.1pp |
| Annual return | -22.28% | 1.73%-24.0pp | 42.35%-64.6pp | -7.85%-14.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,192 | $2,963-59.8% | $4,430-73.1% | $4,028-70.4% |
| Admin fee / account holder | $2,970 | $3,041-2.3% | $5,443-45.4% | $5,403-45.0% |