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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 | $39,383 | $82,674-52.4% | $125,363-68.6% | $68,495-42.5% |
| Participation rate | 66.2% | 75.0%-8.8pp | 82.4%-16.2pp | 67.9%-1.7pp |
| Annual return | -19.57% | -5.97%-13.6pp | 572.15%-591.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $492 | $3,382-85.5% | $4,815-89.8% | $2,596-81.1% |
| Participant deferral / active EE | $2,850 | $6,111-53.4% | $7,447-61.7% | $4,028-29.2% |
| Admin fee / account holder | $2,701 | $6,276-57.0% | $10,005-73.0% | $5,403-50.0% |