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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 | $37,382 | $82,674-54.8% | $125,381-70.2% | $68,486-45.4% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -21.30% | -5.97%-15.3pp | 572.31%-593.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $182 | $3,382-94.6% | $4,815-96.2% | $2,597-93.0% |
| Participant deferral / active EE | $6,202 | $6,111+1.5% | $7,448-16.7% | $4,028+54.0% |
| Admin fee / account holder | $8,362 | $6,277+33.2% | $10,007-16.4% | $5,404+54.7% |