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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 | $51,301 | $62,589-18.0% | $76,768-33.2% | $64,173-20.1% |
| Participation rate | 25.0% | 72.8%-47.8pp | 77.0%-52.0pp | 69.6%-44.6pp |
| Annual return | -8.80% | -1.95%-6.9pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,770 | $3,145-43.7% | $3,852-54.0% | $3,470-49.0% |
| Admin fee / account holder | $1,303 | $4,667-72.1% | $6,675-80.5% | $4,887-73.3% |