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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 | $40,738 | $185,312-78.0% | $161,489-74.8% | $154,746-73.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | -9.37% | 103.84%-113.2pp | 89.72%-99.1pp | 172.34%-181.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,095 | $6,350-35.5% | $5,630-27.3% | $6,730-39.2% |
| Admin fee / account holder | $7,358 | $18,654-60.6% | $16,006-54.0% | $14,365-48.8% |