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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 | $45,809 | $45,872-0.1% | $77,081-40.6% | $68,495-33.1% |
| Participation rate | 3.8% | 55.9%-52.1pp | 67.9%-64.1pp | 67.9%-64.0pp |
| Annual return | -21.70% | 1.73%-23.4pp | 42.33%-64.0pp | -7.84%-13.9pp |
| Employer contribution / active EE | $169 | $1,650-89.7% | $2,813-94.0% | $2,596-93.5% |
| Participant deferral / active EE | $975 | $2,963-67.1% | $4,428-78.0% | $4,028-75.8% |
| Admin fee / account holder | $5,953 | $3,041+95.7% | $5,427+9.7% | $5,403+10.2% |