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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 | $36,397 | $73,839-50.7% | $143,788-74.7% | $68,495-46.9% |
| Participation rate | 59.5% | 66.7%-7.2pp | 80.3%-20.9pp | 67.9%-8.4pp |
| Annual return | -19.99% | 1.01%-21.0pp | -0.03%-20.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,047 | $3,384-10.0% | $5,638-46.0% | $4,028-24.4% |
| Admin fee / account holder | $851 | $5,755-85.2% | $14,675-94.2% | $5,403-84.2% |