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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 | $57,179 | $99,032-42.3% | $80,022-28.5% | $135,380-57.8% |
| Participation rate | 35.3% | 78.4%-43.1pp | 75.8%-40.5pp | 82.6%-47.3pp |
| Annual return | -9.15% | 15.39%-24.5pp | 11.22%-20.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,975 | $4,282-30.5% | $3,686-19.3% | $5,609-47.0% |
| Admin fee / account holder | $357 | $10,436-96.6% | $6,521-94.5% | $10,828-96.7% |