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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 | $57,412 | $142,392-59.7% | $119,622-52.0% | $134,532-57.3% |
| Participation rate | 44.4% | 82.8%-38.4pp | 79.3%-34.8pp | 81.2%-36.8pp |
| Annual return | -20.56% | -12.46%-8.1pp | -14.98%-5.6pp | 418.27%-438.8pp |
| Employer contribution / active EE | $341 | $5,224-93.5% | $4,232-91.9% | $4,741-92.8% |
| Participant deferral / active EE | $5,380 | $6,467-16.8% | $5,601-3.9% | $6,401-16.0% |
| Admin fee / account holder | $6,983 | $13,593-48.6% | $10,328-32.4% | $11,429-38.9% |