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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 | $56,668 | $81,870-30.8% | $119,634-52.6% | $68,490-17.3% |
| Participation rate | 26.9% | 71.9%-45.0pp | 79.3%-52.3pp | 67.9%-41.0pp |
| Annual return | -21.13% | -23.82%+2.7pp | -14.98%-6.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,297 | $4,148-20.5% | $5,601-41.1% | $4,028-18.2% |
| Admin fee / account holder | $776 | $6,583-88.2% | $10,329-92.5% | $5,403-85.6% |