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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 | $38,387 | $51,202-25.0% | $70,548-45.6% | $75,181-48.9% |
| Participation rate | 62.5% | 61.0%+1.5pp | 68.3%-5.8pp | 67.2%-4.7pp |
| Annual return | -21.19% | 30.05%-51.2pp | 32.78%-54.0pp | 160.69%-181.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,342 | $2,850-52.9% | $4,567-70.6% | $4,126-67.5% |
| Admin fee / account holder | $5,528 | $4,094+35.0% | $6,424-13.9% | $5,650-2.2% |