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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 | $37,023 | $71,878-48.5% | $86,698-57.3% | $68,486-45.9% |
| Participation rate | 51.4% | 72.2%-20.9pp | 76.6%-25.2pp | 67.9%-16.5pp |
| Annual return | -23.09% | 3.53%-26.6pp | 35.95%-59.0pp | -7.85%-15.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,757 | $3,779-0.6% | $4,656-19.3% | $4,028-6.7% |
| Admin fee / account holder | $1,684 | $6,113-72.5% | $7,493-77.5% | $5,404-68.8% |