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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 | $59,205 | $100,805-41.3% | $86,698-31.7% | $134,532-56.0% |
| Participation rate | 37.5% | 79.0%-41.5pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -20.27% | 29.09%-49.4pp | 35.95%-56.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $283 | $3,490-91.9% | $2,837-90.0% | $4,741-94.0% |
| Participant deferral / active EE | $3,662 | $5,339-31.4% | $4,656-21.4% | $6,401-42.8% |
| Admin fee / account holder | $2,236 | $10,925-79.5% | $7,493-70.2% | $11,429-80.4% |