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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 | $44,427 | $73,848-39.8% | $143,799-69.1% | $68,486-35.1% |
| Participation rate | 54.3% | 66.7%-12.3pp | 80.3%-26.0pp | 67.9%-13.5pp |
| Annual return | -25.78% | 0.91%-26.7pp | -0.04%-25.7pp | -7.85%-17.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,378 | $3,385-59.3% | $5,638-75.6% | $4,028-65.8% |
| Admin fee / account holder | $1,313 | $5,755-77.2% | $14,677-91.1% | $5,404-75.7% |