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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 | $34,711 | $81,358-57.3% | $155,556-77.7% | $80,959-57.1% |
| Participation rate | 64.5% | 66.3%-1.7pp | 78.2%-13.7pp | 67.7%-3.2pp |
| Annual return | -42.16% | 33.39%-75.6pp | 64.84%-107.0pp | 35.67%-77.8pp |
| Employer contribution / active EE | -$2,281 | $3,106-173.4% | $4,675-148.8% | $2,757-182.7% |
| Participant deferral / active EE | $2,092 | $3,455-39.5% | $5,631-62.8% | $4,300-51.3% |
| Admin fee / account holder | $1,359 | $7,994-83.0% | $15,885-91.4% | $6,925-80.4% |