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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 | $60,843 | $68,996-11.8% | $159,991-62.0% | $68,495-11.2% |
| Participation rate | 43.6% | 65.4%-21.8pp | 78.0%-34.4pp | 67.9%-24.3pp |
| Annual return | -20.19% | -9.65%-10.5pp | 408.82%-429.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $344 | $2,212-84.5% | $4,225-91.9% | $2,596-86.8% |
| Participant deferral / active EE | $2,455 | $4,211-41.7% | $6,183-60.3% | $4,028-39.0% |
| Admin fee / account holder | $1,692 | $4,797-64.7% | $8,715-80.6% | $5,403-68.7% |