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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 | $29,063 | $59,813-51.4% | $79,580-63.5% | $68,486-57.6% |
| Participation rate | 37.9% | 61.1%-23.1pp | 69.5%-31.6pp | 67.9%-30.0pp |
| Annual return | -22.71% | -12.30%-10.4pp | 0.15%-22.9pp | -7.85%-14.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,682 | $3,024-44.4% | $3,985-57.8% | $4,028-58.2% |
| Admin fee / account holder | $3,447 | $4,835-28.7% | $6,835-49.6% | $5,404-36.2% |