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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 | $37,439 | $73,863-49.3% | $143,797-74.0% | $68,490-45.3% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -21.05% | 0.91%-22.0pp | -0.04%-21.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,158 | $3,385-6.7% | $5,638-44.0% | $4,028-21.6% |
| Admin fee / account holder | $3,937 | $5,756-31.6% | $14,679-73.2% | $5,403-27.1% |