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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 | $57,444 | $42,909+33.9% | $60,906-5.7% | $68,486-16.1% |
| Participation rate | 29.7% | 66.8%-37.0pp | 73.1%-43.4pp | 67.9%-38.2pp |
| Annual return | -20.79% | -13.99%-6.8pp | 16.94%-37.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $996 | $2,866-65.3% | $3,814-73.9% | $4,028-75.3% |
| Admin fee / account holder | $1,711 | $3,104-44.9% | $3,227-47.0% | $5,404-68.3% |