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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 | $43,939 | $56,200-21.8% | $67,653-35.1% | $59,633-26.3% |
| Participation rate | 44.6% | 71.5%-26.8pp | 75.7%-31.0pp | 68.7%-24.0pp |
| Annual return | -3.10% | 18506.71%-18509.8pp | 6625.22%-6628.3pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $261 | $1,615-83.8% | $2,266-88.5% | $2,203-88.1% |
| Participant deferral / active EE | $1,439 | $2,843-49.4% | $3,560-59.6% | $3,192-54.9% |
| Admin fee / account holder | $3,160 | $3,959-20.2% | $4,821-34.4% | $4,297-26.5% |