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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 | $41,021 | $73,839-44.4% | $143,788-71.5% | $68,495-40.1% |
| Participation rate | 59.4% | 66.7%-7.3pp | 80.3%-20.9pp | 67.9%-8.5pp |
| Annual return | -19.51% | 1.01%-20.5pp | -0.03%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,137 | $3,384-66.4% | $5,638-79.8% | $4,028-71.8% |
| Admin fee / account holder | $3,163 | $5,755-45.0% | $14,675-78.4% | $5,403-41.5% |