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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 | $31,095 | $81,870-62.0% | $119,608-74.0% | $68,495-54.6% |
| Participation rate | 47.4% | 71.9%-24.5pp | 79.3%-31.9pp | 67.9%-20.5pp |
| Annual return | -18.96% | -23.82%+4.9pp | -14.98%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,194 | $4,148+1.1% | $5,601-25.1% | $4,028+4.1% |
| Admin fee / account holder | $8,642 | $6,583+31.3% | $10,326-16.3% | $5,403+59.9% |