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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 | $37,591 | $74,535-49.6% | $100,712-62.7% | $82,637-54.5% |
| Participation rate | 55.3% | 61.2%-5.9pp | 69.3%-14.0pp | 68.1%-12.8pp |
| Annual return | -23.71% | 18.92%-42.6pp | 33.27%-57.0pp | 53.51%-77.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,044 | $3,074-33.5% | $4,085-50.0% | $4,126-50.5% |
| Admin fee / account holder | $35,722 | $6,576+443.2% | $9,256+285.9% | $7,339+386.8% |