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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 | $48,114 | $53,546-10.1% | $69,890-31.2% | $68,490-29.8% |
| Participation rate | 29.3% | 64.5%-35.2pp | 70.5%-41.2pp | 67.9%-38.6pp |
| Annual return | -25.07% | -13.87%-11.2pp | 190.84%-215.9pp | -7.85%-17.2pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,096 | $2,957-29.1% | $3,848-45.5% | $4,028-48.0% |
| Admin fee / account holder | $2,827 | $4,693-39.7% | $6,267-54.9% | $5,403-47.7% |