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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 | $28,572 | $48,078-40.6% | $78,676-63.7% | $62,881-54.6% |
| Participation rate | 55.3% | 65.2%-9.9pp | 73.6%-18.3pp | 69.3%-14.0pp |
| Annual return | -6.72% | 31.36%-38.1pp | 62.19%-68.9pp | 20.14%-26.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,743 | $2,587-32.6% | $3,517-50.4% | $3,203-45.6% |
| Admin fee / account holder | $1,020 | $3,206-68.2% | $4,510-77.4% | $4,296-76.3% |