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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 | $37,962 | $73,863-48.6% | $143,797-73.6% | $68,490-44.6% |
| Participation rate | 48.4% | 66.7%-18.3pp | 80.3%-31.9pp | 67.9%-19.5pp |
| Annual return | -23.08% | 0.91%-24.0pp | -0.04%-23.0pp | -7.85%-15.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,787 | $3,385+41.4% | $5,638-15.1% | $4,028+18.9% |
| Admin fee / account holder | $912 | $5,756-84.1% | $14,679-93.8% | $5,403-83.1% |