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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 | $43,658 | $50,947-14.3% | $74,551-41.4% | $64,173-32.0% |
| Participation rate | 28.6% | 61.1%-32.5pp | 69.1%-40.6pp | 69.6%-41.0pp |
| Annual return | -12.73% | -1.85%-10.9pp | 32.53%-45.3pp | 7.63%-20.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,060 | $2,302-53.9% | $3,108-65.9% | $3,470-69.4% |
| Admin fee / account holder | $1,890 | $4,221-55.2% | $5,059-62.6% | $4,887-61.3% |