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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 | $43,856 | $101,798-56.9% | $165,071-73.4% | $80,935-45.8% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | -3.83% | 16.73%-20.6pp | 70.17%-74.0pp | 35.66%-39.5pp |
| Employer contribution / active EE | $722 | $2,954-75.6% | $4,347-83.4% | $2,757-73.8% |
| Participant deferral / active EE | $3,814 | $4,476-14.8% | $6,035-36.8% | $4,299-11.3% |
| Admin fee / account holder | $1,535 | $8,221-81.3% | $12,695-87.9% | $6,924-77.8% |