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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 | $39,310 | $77,817-49.5% | $123,553-68.2% | $64,173-38.7% |
| Participation rate | 44.7% | 74.7%-30.0pp | 82.3%-37.6pp | 69.6%-24.8pp |
| Annual return | -8.50% | 12.49%-21.0pp | 119.21%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,333 | $5,240+59.0% | $6,426+29.7% | $3,470+140.2% |
| Admin fee / account holder | $7,065 | $5,519+28.0% | $9,284-23.9% | $4,887+44.6% |