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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 | $55,628 | $82,314-32.4% | $68,808-19.2% | $134,532-58.7% |
| Participation rate | 56.3% | 75.1%-18.8pp | 69.0%-12.8pp | 81.2%-25.0pp |
| Annual return | -22.85% | -2.18%-20.7pp | -6.37%-16.5pp | 418.27%-441.1pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,739 | $4,740-63.3% | $3,942-55.9% | $6,401-72.8% |
| Admin fee / account holder | $19,100 | $6,484+194.6% | $4,936+287.0% | $11,429+67.1% |