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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 | $62,249 | $82,678-24.7% | $125,391-50.4% | $68,490-9.1% |
| Participation rate | 35.5% | 75.1%-39.6pp | 82.4%-46.9pp | 67.9%-32.4pp |
| Annual return | -30.18% | -5.97%-24.2pp | 572.41%-602.6pp | -7.85%-22.3pp |
| Employer contribution / active EE | $693 | $3,382-79.5% | $4,816-85.6% | $2,597-73.3% |
| Participant deferral / active EE | $2,893 | $6,111-52.7% | $7,448-61.2% | $4,028-28.2% |
| Admin fee / account holder | $328 | $6,277-94.8% | $10,009-96.7% | $5,403-93.9% |