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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 | $35,598 | $50,947-30.1% | $74,551-52.3% | $64,173-44.5% |
| Participation rate | 41.1% | 61.1%-20.0pp | 69.1%-28.1pp | 69.6%-28.5pp |
| Annual return | -8.79% | -1.85%-6.9pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,720 | $2,302-25.3% | $3,108-44.7% | $3,470-50.4% |
| Admin fee / account holder | $3,183 | $4,221-24.6% | $5,059-37.1% | $4,887-34.9% |