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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 | $35,189 | $59,819-41.2% | $79,583-55.8% | $68,490-48.6% |
| Participation rate | 69.4% | 61.1%+8.4pp | 69.5%0pp | 67.9%+1.5pp |
| Annual return | -19.69% | -12.30%-7.4pp | 0.16%-19.8pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,514 | $3,025+16.2% | $3,986-11.8% | $4,028-12.7% |
| Admin fee / account holder | $4,121 | $4,835-14.8% | $6,835-39.7% | $5,403-23.7% |