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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 | $52,984 | $61,660-14.1% | $80,022-33.8% | $64,173-17.4% |
| Participation rate | 40.4% | 71.7%-31.3pp | 75.8%-35.5pp | 69.6%-29.2pp |
| Annual return | -7.77% | -0.33%-7.4pp | 11.22%-19.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,072 | $2,968-30.2% | $3,686-43.8% | $3,470-40.3% |
| Admin fee / account holder | $756 | $5,417-86.1% | $6,521-88.4% | $4,887-84.5% |