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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 | $56,343 | $133,998-58.0% | $112,263-49.8% | $134,545-58.1% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | -20.92% | 47.17%-68.1pp | 27.49%-48.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $709 | $4,040-82.4% | $3,636-80.5% | $4,742-85.0% |
| Participant deferral / active EE | $2,837 | $5,292-46.4% | $4,729-40.0% | $6,401-55.7% |
| Admin fee / account holder | $2,512 | $7,493-66.5% | $6,410-60.8% | $11,431-78.0% |