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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 | $37,464 | $77,816-51.9% | $123,552-69.7% | $64,173-41.6% |
| Participation rate | 61.8% | 74.7%-12.9pp | 82.3%-20.5pp | 69.6%-7.8pp |
| Annual return | -8.36% | 12.49%-20.8pp | 119.20%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,891 | $5,240+88.8% | $6,426+53.9% | $3,470+185.1% |
| Admin fee / account holder | $3,671 | $5,519-33.5% | $9,285-60.5% | $4,887-24.9% |