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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 | $39,879 | $71,873-44.5% | $86,698-54.0% | $68,490-41.8% |
| Participation rate | 44.2% | 72.2%-28.1pp | 76.6%-32.4pp | 67.9%-23.7pp |
| Annual return | -78.74% | 3.54%-82.3pp | 35.96%-114.7pp | -7.85%-70.9pp |
| Employer contribution / active EE | $403 | $2,173-81.4% | $2,837-85.8% | $2,597-84.5% |
| Participant deferral / active EE | $3,518 | $3,779-6.9% | $4,656-24.4% | $4,028-12.7% |
| Admin fee / account holder | $9,908 | $6,110+62.2% | $7,492+32.3% | $5,403+83.4% |