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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 | $50,410 | $73,009-31.0% | $90,760-44.5% | $68,486-26.4% |
| Participation rate | 51.5% | 70.8%-19.3pp | 75.7%-24.2pp | 67.9%-16.4pp |
| Annual return | -20.58% | -13.81%-6.8pp | -12.16%-8.4pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,290 | $3,626-36.9% | $4,565-49.8% | $4,028-43.2% |
| Admin fee / account holder | $5,710 | $5,896-3.1% | $8,444-32.4% | $5,404+5.7% |