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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 | $35,616 | $56,339-36.8% | $104,299-65.9% | $68,490-48.0% |
| Participation rate | 36.4% | 63.3%-26.9pp | 73.3%-36.9pp | 67.9%-31.5pp |
| Annual return | -23.39% | -9.19%-14.2pp | 24.62%-48.0pp | -7.85%-15.5pp |
| Employer contribution / active EE | $318 | $1,960-83.8% | $3,373-90.6% | $2,597-87.7% |
| Participant deferral / active EE | $1,480 | $3,077-51.9% | $4,626-68.0% | $4,028-63.3% |
| Admin fee / account holder | $12,667 | $4,902+158.4% | $7,339+72.6% | $5,403+134.4% |