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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 | $59,263 | $40,264+47.2% | $57,349+3.3% | $59,633-0.6% |
| Participation rate | 33.3% | 69.2%-35.8pp | 75.1%-41.8pp | 68.7%-35.3pp |
| Annual return | -41.60% | 27.51%-69.1pp | 24.40%-66.0pp | 2041.40%-2083.0pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,925 | $2,400+21.9% | $3,162-7.5% | $3,192-8.3% |
| Admin fee / account holder | $9,355 | $2,819+231.8% | $3,356+178.7% | $4,297+117.7% |