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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 | $36,118 | $77,976-53.7% | $81,367-55.6% | $125,389-71.2% |
| Participation rate | 44.4% | 83.3%-38.8pp | 82.3%-37.8pp | 83.2%-38.7pp |
| Annual return | -3.40% | -2.85%-0.6pp | -0.92%-2.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $4,366-100.0% | $3,930-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,356 | $5,646-58.3% | $5,383-56.2% | $5,352-56.0% |
| Admin fee / account holder | $5,232 | $12,476-58.1% | $8,926-41.4% | $9,541-45.2% |