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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 | $39,911 | $134,001-70.2% | $112,258-64.4% | $134,509-70.3% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -21.53% | 47.15%-68.7pp | 27.47%-49.0pp | 418.13%-439.7pp |
| Employer contribution / active EE | $698 | $4,039-82.7% | $3,636-80.8% | $4,741-85.3% |
| Participant deferral / active EE | $2,270 | $5,291-57.1% | $4,728-52.0% | $6,400-64.5% |
| Admin fee / account holder | $363 | $7,491-95.2% | $6,411-94.3% | $11,427-96.8% |