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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 | $61,063 | $82,674-26.1% | $125,363-51.3% | $68,495-10.8% |
| Participation rate | 43.8% | 75.0%-31.3pp | 82.4%-38.6pp | 67.9%-24.1pp |
| Annual return | -19.58% | -5.97%-13.6pp | 572.15%-591.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $565 | $3,382-83.3% | $4,815-88.3% | $2,596-78.2% |
| Participant deferral / active EE | $2,708 | $6,111-55.7% | $7,447-63.6% | $4,028-32.8% |
| Admin fee / account holder | $449 | $6,276-92.8% | $10,005-95.5% | $5,403-91.7% |