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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 | $36,993 | $59,813-38.2% | $79,580-53.5% | $68,486-46.0% |
| Participation rate | 29.6% | 61.1%-31.4pp | 69.5%-39.9pp | 67.9%-38.3pp |
| Annual return | -23.16% | -12.30%-10.9pp | 0.15%-23.3pp | -7.85%-15.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,912 | $3,024-36.8% | $3,985-52.0% | $4,028-52.5% |
| Admin fee / account holder | $3,597 | $4,835-25.6% | $6,835-47.4% | $5,404-33.4% |