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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 | $44,831 | $142,392-68.5% | $119,622-62.5% | $134,532-66.7% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -21.46% | -12.46%-9.0pp | -14.98%-6.5pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,032 | $5,224-80.3% | $4,232-75.6% | $4,741-78.2% |
| Participant deferral / active EE | $2,942 | $6,467-54.5% | $5,601-47.5% | $6,401-54.0% |
| Admin fee / account holder | $1,916 | $13,593-85.9% | $10,328-81.5% | $11,429-83.2% |