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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 | $38,790 | $49,177-21.1% | $79,466-51.2% | $64,173-39.6% |
| Participation rate | 48.6% | 65.0%-16.4pp | 73.3%-24.7pp | 69.6%-20.9pp |
| Annual return | -8.78% | -1.16%-7.6pp | 718.28%-727.1pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,529 | $2,821+96.0% | $3,704+49.3% | $3,470+59.3% |
| Admin fee / account holder | $1,836 | $3,839-52.2% | $5,104-64.0% | $4,887-62.4% |