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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 | $27,164 | $72,272-62.4% | $101,264-73.2% | $79,858-66.0% |
| Participation rate | 56.3% | 68.5%-12.2pp | 75.8%-19.6pp | 69.6%-13.4pp |
| Annual return | -2.12% | 22.30%-24.4pp | 46.48%-48.6pp | 31.72%-33.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,386 | $3,282+3.2% | $4,370-22.5% | $3,740-9.5% |
| Admin fee / account holder | $5,621 | $4,401+27.7% | $5,947-5.5% | $5,306+5.9% |