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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 | $30,156 | $64,719-53.4% | $112,249-73.1% | $68,486-56.0% |
| Participation rate | 30.3% | 67.2%-36.8pp | 75.1%-44.8pp | 67.9%-37.6pp |
| Annual return | -22.94% | -11.40%-11.5pp | 27.48%-50.4pp | -7.85%-15.1pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,168 | $3,565-39.2% | $4,729-54.2% | $4,028-46.2% |
| Admin fee / account holder | $675 | $5,232-87.1% | $6,412-89.5% | $5,404-87.5% |