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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 | $57,949 | $76,551-24.3% | $123,894-53.2% | $62,881-7.8% |
| Participation rate | 68.7% | 73.0%-4.3pp | 81.4%-12.8pp | 69.3%-0.6pp |
| Annual return | -1.02% | 18.68%-19.7pp | 47.52%-48.5pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,002 | $4,840-38.0% | $5,984-49.8% | $3,203-6.3% |
| Admin fee / account holder | $12,529 | $4,826+159.6% | $8,357+49.9% | $4,296+191.7% |