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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 | $54,060 | $64,719-16.5% | $112,249-51.8% | $68,486-21.1% |
| Participation rate | 56.7% | 67.2%-10.5pp | 75.1%-18.4pp | 67.9%-11.2pp |
| Annual return | -21.90% | -11.40%-10.5pp | 27.48%-49.4pp | -7.85%-14.0pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,562 | $3,565+28.0% | $4,729-3.5% | $4,028+13.3% |
| Admin fee / account holder | $6,346 | $5,232+21.3% | $6,412-1.0% | $5,404+17.4% |