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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 | $44,544 | $76,912-42.1% | $129,118-65.5% | $68,486-35.0% |
| Participation rate | 44.4% | 69.1%-24.7pp | 77.2%-32.8pp | 67.9%-23.4pp |
| Annual return | -19.90% | -9.78%-10.1pp | -10.94%-9.0pp | -7.85%-12.0pp |
| Employer contribution / active EE | $674 | $3,243-79.2% | $5,051-86.7% | $2,597-74.0% |
| Participant deferral / active EE | $2,423 | $4,732-48.8% | $6,539-62.9% | $4,028-39.8% |
| Admin fee / account holder | $5,486 | $6,638-17.3% | $14,305-61.6% | $5,404+1.5% |