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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 | $53,147 | $56,339-5.7% | $104,301-49.0% | $68,486-22.4% |
| Participation rate | 21.4% | 63.3%-41.8pp | 73.3%-51.8pp | 67.9%-46.5pp |
| Annual return | -26.23% | -9.19%-17.0pp | 24.61%-50.8pp | -7.85%-18.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,844 | $3,077-7.6% | $4,626-38.5% | $4,028-29.4% |
| Admin fee / account holder | $6,681 | $4,902+36.3% | $7,340-9.0% | $5,404+23.6% |