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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 | $43,003 | $72,404-40.6% | $110,243-61.0% | $64,173-33.0% |
| Participation rate | 59.6% | 73.3%-13.7pp | 79.8%-20.2pp | 69.6%-10.0pp |
| Annual return | -14.18% | -6.29%-7.9pp | 314.76%-328.9pp | 7.63%-21.8pp |
| Employer contribution / active EE | $528 | $2,282-76.9% | $3,827-86.2% | $2,381-77.8% |
| Participant deferral / active EE | $2,595 | $3,469-25.2% | $4,672-44.5% | $3,470-25.2% |
| Admin fee / account holder | $1,057 | $5,664-81.3% | $8,548-87.6% | $4,887-78.4% |