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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 | $52,117 | $105,866-50.8% | $90,766-42.6% | $134,545-61.3% |
| Participation rate | 35.7% | 78.3%-42.5pp | 75.7%-40.0pp | 81.2%-45.5pp |
| Annual return | -21.64% | -10.99%-10.7pp | -12.16%-9.5pp | 418.37%-440.0pp |
| Employer contribution / active EE | $589 | $3,464-83.0% | $2,922-79.8% | $4,742-87.6% |
| Participant deferral / active EE | $2,990 | $5,217-42.7% | $4,565-34.5% | $6,401-53.3% |
| Admin fee / account holder | $8,256 | $13,938-40.8% | $8,446-2.2% | $11,431-27.8% |