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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 | $43,736 | $95,915-54.4% | $79,580-45.0% | $134,532-67.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -21.08% | -2.71%-18.4pp | 0.15%-21.2pp | 418.27%-439.3pp |
| Employer contribution / active EE | $390 | $3,129-87.5% | $2,413-83.8% | $4,741-91.8% |
| Participant deferral / active EE | $5,559 | $4,693+18.5% | $3,985+39.5% | $6,401-13.1% |
| Admin fee / account holder | $1,975 | $9,132-78.4% | $6,835-71.1% | $11,429-82.7% |