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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 | $44,327 | $50,947-13.0% | $74,551-40.5% | $64,173-30.9% |
| Participation rate | 31.7% | 61.1%-29.3pp | 69.1%-37.4pp | 69.6%-37.8pp |
| Annual return | -12.63% | -1.85%-10.8pp | 32.53%-45.2pp | 7.63%-20.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,154 | $2,302-6.4% | $3,108-30.7% | $3,470-37.9% |
| Admin fee / account holder | $3,076 | $4,221-27.1% | $5,059-39.2% | $4,887-37.1% |