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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 | $40,685 | $52,306-22.2% | $69,779-41.7% | $62,881-35.3% |
| Participation rate | 56.3% | 67.2%-11.0pp | 71.8%-15.6pp | 69.3%-13.1pp |
| Annual return | -8.13% | 13.35%-21.5pp | 12.99%-21.1pp | 20.14%-28.3pp |
| Employer contribution / active EE | $266 | $1,799-85.2% | $2,338-88.6% | $2,281-88.4% |
| Participant deferral / active EE | $2,335 | $2,395-2.5% | $2,931-20.3% | $3,203-27.1% |
| Admin fee / account holder | $1,724 | $3,691-53.3% | $4,381-60.6% | $4,296-59.9% |