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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 | $42,894 | $112,729-61.9% | $98,716-56.5% | $137,256-68.7% |
| Participation rate | 17.6% | 74.2%-56.6pp | 69.3%-51.6pp | 80.0%-62.3pp |
| Annual return | -23.16% | 38.48%-61.6pp | 31.81%-55.0pp | 220.34%-243.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,864 | $4,640-38.3% | $4,048-29.2% | $6,407-55.3% |
| Admin fee / account holder | $11,837 | $10,129+16.9% | $8,703+36.0% | $12,270-3.5% |