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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 | $38,722 | $133,981-71.1% | $112,249-65.5% | $134,532-71.2% |
| Participation rate | 21.4% | 78.6%-57.1pp | 75.1%-53.6pp | 81.2%-59.8pp |
| Annual return | -21.63% | 47.16%-68.8pp | 27.48%-49.1pp | 418.27%-439.9pp |
| Employer contribution / active EE | $720 | $4,040-82.2% | $3,636-80.2% | $4,741-84.8% |
| Participant deferral / active EE | $1,857 | $5,292-64.9% | $4,729-60.7% | $6,401-71.0% |
| Admin fee / account holder | $769 | $7,492-89.7% | $6,412-88.0% | $11,429-93.3% |