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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 | $55,611 | $49,177+13.1% | $79,476-30.0% | $64,181-13.4% |
| Participation rate | 44.1% | 65.0%-20.9pp | 73.3%-29.2pp | 69.6%-25.5pp |
| Annual return | -9.01% | -1.16%-7.9pp | 718.21%-727.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,583 | $2,821-43.9% | $3,704-57.3% | $3,470-54.4% |
| Admin fee / account holder | $564 | $3,839-85.3% | $5,113-89.0% | $4,887-88.5% |