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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 | $44,342 | $56,339-21.3% | $104,299-57.5% | $68,490-35.3% |
| Participation rate | 60.0% | 63.3%-3.3pp | 73.3%-13.3pp | 67.9%-7.9pp |
| Annual return | -19.93% | -9.19%-10.7pp | 24.62%-44.6pp | -7.85%-12.1pp |
| Employer contribution / active EE | $364 | $1,960-81.4% | $3,373-89.2% | $2,597-86.0% |
| Participant deferral / active EE | $1,601 | $3,077-48.0% | $4,626-65.4% | $4,028-60.3% |
| Admin fee / account holder | $1,010 | $4,902-79.4% | $7,339-86.2% | $5,403-81.3% |