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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 | $58,459 | $64,716-9.7% | $112,258-47.9% | $68,495-14.7% |
| Participation rate | 36.9% | 67.2%-30.2pp | 75.1%-38.1pp | 67.9%-31.0pp |
| Annual return | -19.53% | -11.40%-8.1pp | 27.47%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $448 | $2,746-83.7% | $3,636-87.7% | $2,596-82.7% |
| Participant deferral / active EE | $2,595 | $3,565-27.2% | $4,728-45.1% | $4,028-35.6% |
| Admin fee / account holder | $6,189 | $5,232+18.3% | $6,411-3.5% | $5,403+14.5% |