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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 | $38,181 | $82,288-53.6% | $68,794-44.5% | $134,509-71.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -23.62% | -2.19%-21.4pp | -6.37%-17.2pp | 418.13%-441.8pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,359 | $4,738-29.1% | $3,941-14.8% | $6,400-47.5% |
| Admin fee / account holder | $2,043 | $6,482-68.5% | $4,934-58.6% | $11,427-82.1% |