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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 | $44,169 | $114,013-61.3% | $103,693-57.4% | $155,188-71.5% |
| Participation rate | 21.4% | 75.2%-53.8pp | 72.6%-51.2pp | 80.8%-59.4pp |
| Annual return | -8.15% | 49.31%-57.5pp | 47.61%-55.8pp | 148.84%-157.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,971 | $4,970-40.2% | $4,579-35.1% | $6,531-54.5% |
| Admin fee / account holder | $8,897 | $8,407+5.8% | $7,858+13.2% | $14,480-38.6% |