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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 | $52,341 | $56,339-7.1% | $104,301-49.8% | $68,486-23.6% |
| Participation rate | 50.0% | 63.3%-13.3pp | 73.3%-23.3pp | 67.9%-17.9pp |
| Annual return | -21.65% | -9.19%-12.5pp | 24.61%-46.3pp | -7.85%-13.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,729 | $3,077-43.8% | $4,626-62.6% | $4,028-57.1% |
| Admin fee / account holder | $2,869 | $4,902-41.5% | $7,340-60.9% | $5,404-46.9% |