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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 | $40,712 | $87,546-53.5% | $75,784-46.3% | $125,389-67.5% |
| Participation rate | 63.6% | 80.2%-16.5pp | 75.8%-12.2pp | 83.2%-19.6pp |
| Annual return | -4.65% | 13.49%-18.1pp | 9.68%-14.3pp | 282.24%-286.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,600 | $4,230-38.5% | $3,652-28.8% | $5,352-51.4% |
| Admin fee / account holder | $553 | $6,503-91.5% | $5,300-89.6% | $9,541-94.2% |