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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 | $50,239 | $64,729-22.4% | $112,263-55.2% | $68,490-26.6% |
| Participation rate | 22.2% | 67.2%-44.9pp | 75.1%-52.8pp | 67.9%-45.7pp |
| Annual return | -20.32% | -11.40%-8.9pp | 27.49%-47.8pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,798 | $3,566-21.5% | $4,729-40.8% | $4,028-30.5% |
| Admin fee / account holder | $5,920 | $5,222+13.4% | $6,410-7.6% | $5,403+9.6% |