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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 | $56,787 | $48,235+17.7% | $68,803-17.5% | $68,490-17.1% |
| Participation rate | 59.4% | 60.7%-1.3pp | 69.0%-9.6pp | 67.9%-8.5pp |
| Annual return | -37.23% | -12.70%-24.5pp | -6.37%-30.9pp | -7.85%-29.4pp |
| Employer contribution / active EE | $284 | $1,829-84.5% | $2,656-89.3% | $2,597-89.1% |
| Participant deferral / active EE | $1,606 | $2,867-44.0% | $3,942-59.3% | $4,028-60.1% |
| Admin fee / account holder | $2,795 | $4,361-35.9% | $4,936-43.4% | $5,403-48.3% |