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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 | $37,661 | $76,551-50.8% | $123,894-69.6% | $62,881-40.1% |
| Participation rate | 48.1% | 73.0%-24.8pp | 81.4%-33.3pp | 69.3%-21.2pp |
| Annual return | -2.54% | 18.68%-21.2pp | 47.52%-50.1pp | 20.14%-22.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,785 | $4,840+19.5% | $5,984-3.3% | $3,203+80.6% |
| Admin fee / account holder | $1,446 | $4,826-70.0% | $8,357-82.7% | $4,296-66.3% |