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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 | $37,334 | $80,983-53.9% | $96,544-61.3% | $75,177-50.3% |
| Participation rate | 68.8% | 71.8%-3.0pp | 76.0%-7.2pp | 67.2%+1.6pp |
| Annual return | -7.57% | 27.05%-34.6pp | 25.88%-33.5pp | 160.75%-168.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,077 | $3,929-47.1% | $4,851-57.2% | $4,126-49.7% |
| Admin fee / account holder | $2,858 | $6,717-57.4% | $8,254-65.4% | $5,651-49.4% |