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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 | $38,313 | $62,583-38.8% | $76,767-50.1% | $64,173-40.3% |
| Participation rate | 54.5% | 72.8%-18.3pp | 77.0%-22.4pp | 69.6%-15.0pp |
| Annual return | -8.71% | -1.95%-6.8pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,165 | $3,145-31.2% | $3,852-43.8% | $3,470-37.6% |
| Admin fee / account holder | $382 | $4,667-91.8% | $6,675-94.3% | $4,887-92.2% |