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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 | $54,691 | $64,729-15.5% | $112,263-51.3% | $68,490-20.1% |
| Participation rate | 35.1% | 67.2%-32.0pp | 75.1%-39.9pp | 67.9%-32.8pp |
| Annual return | -26.71% | -11.40%-15.3pp | 27.49%-54.2pp | -7.85%-18.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,103 | $3,566-13.0% | $4,729-34.4% | $4,028-23.0% |
| Admin fee / account holder | $1,164 | $5,222-77.7% | $6,410-81.8% | $5,403-78.4% |