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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 | $25,403 | $50,958-50.2% | $74,552-65.9% | $64,181-60.4% |
| Participation rate | 54.8% | 61.1%-6.2pp | 69.1%-14.3pp | 69.6%-14.7pp |
| Annual return | -10.61% | -1.86%-8.7pp | 32.53%-43.1pp | 7.63%-18.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,708 | $2,301+61.1% | $3,108+19.3% | $3,470+6.9% |
| Admin fee / account holder | $4,431 | $4,223+4.9% | $5,060-12.4% | $4,887-9.3% |