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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 | $29,081 | $57,352-49.3% | $83,831-65.3% | $64,173-54.7% |
| Participation rate | 61.9% | 68.6%-6.7pp | 76.1%-14.2pp | 69.6%-7.7pp |
| Annual return | -8.83% | 11.38%-20.2pp | 850.99%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,867 | $2,993-37.6% | $4,082-54.3% | $3,470-46.2% |
| Admin fee / account holder | $4,434 | $4,046+9.6% | $5,479-19.1% | $4,887-9.3% |