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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 | $20,651 | $42,909-51.9% | $60,906-66.1% | $68,486-69.8% |
| Participation rate | 59.0% | 66.8%-7.8pp | 73.1%-14.1pp | 67.9%-8.9pp |
| Annual return | -21.16% | -13.99%-7.2pp | 16.94%-38.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,597 | $2,866+60.4% | $3,814+20.5% | $4,028+14.1% |
| Admin fee / account holder | $2,694 | $3,104-13.2% | $3,227-16.5% | $5,404-50.2% |