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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 | $41,296 | $65,367-36.8% | $92,915-55.6% | $72,976-43.4% |
| Participation rate | 53.3% | 68.3%-15.0pp | 76.0%-22.7pp | 69.5%-16.2pp |
| Annual return | -0.59% | 42.11%-42.7pp | 109.45%-110.0pp | 81.02%-81.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,579 | $3,128+14.4% | $4,238-15.6% | $3,608-0.8% |
| Admin fee / account holder | $32,435 | $4,251+662.9% | $5,796+459.7% | $5,124+533.0% |