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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 | $36,008 | $77,817-53.7% | $123,553-70.9% | $64,173-43.9% |
| Participation rate | 67.6% | 74.7%-7.1pp | 82.3%-14.7pp | 69.6%-2.0pp |
| Annual return | -8.52% | 12.49%-21.0pp | 119.21%-127.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,048 | $5,240+53.6% | $6,426+25.2% | $3,470+131.9% |
| Admin fee / account holder | $2,324 | $5,519-57.9% | $9,284-75.0% | $4,887-52.4% |