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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 | $22,094 | $48,364-54.3% | $71,796-69.2% | $62,881-64.9% |
| Participation rate | 57.1% | 60.6%-3.5pp | 69.1%-12.0pp | 69.3%-12.2pp |
| Annual return | -8.50% | 13.16%-21.7pp | 78.04%-86.5pp | 20.14%-28.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,505 | $2,091-28.0% | $2,794-46.1% | $3,203-53.0% |
| Admin fee / account holder | $4,355 | $3,771+15.5% | $4,815-9.6% | $4,296+1.4% |