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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 | $58,150 | $95,915-39.4% | $79,580-26.9% | $134,532-56.8% |
| Participation rate | 56.5% | 75.0%-18.5pp | 69.5%-13.0pp | 81.2%-24.7pp |
| Annual return | -20.60% | -2.71%-17.9pp | 0.15%-20.8pp | 418.27%-438.9pp |
| Employer contribution / active EE | $365 | $3,129-88.3% | $2,413-84.9% | $4,741-92.3% |
| Participant deferral / active EE | $2,673 | $4,693-43.1% | $3,985-32.9% | $6,401-58.2% |
| Admin fee / account holder | $25,789 | $9,132+182.4% | $6,835+277.3% | $11,429+125.7% |