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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 | $35,665 | $62,583-43.0% | $76,767-53.5% | $64,173-44.4% |
| Participation rate | 67.1% | 72.8%-5.7pp | 77.0%-9.8pp | 69.6%-2.4pp |
| Annual return | -7.54% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,175 | $3,145-30.8% | $3,852-43.5% | $3,470-37.3% |
| Admin fee / account holder | $3,053 | $4,667-34.6% | $6,675-54.3% | $4,887-37.5% |