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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 | $49,628 | $95,979-48.3% | $74,551-33.4% | $135,380-63.3% |
| Participation rate | 41.7% | 75.7%-34.0pp | 69.1%-27.5pp | 82.6%-41.0pp |
| Annual return | -10.18% | 56.97%-67.1pp | 32.53%-42.7pp | 519.81%-530.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,496 | $3,844-35.1% | $3,108-19.7% | $5,609-55.5% |
| Admin fee / account holder | $616 | $6,522-90.6% | $5,059-87.8% | $10,828-94.3% |