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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 | $39,834 | $50,947-21.8% | $74,551-46.6% | $64,173-37.9% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.1%-29.1pp | 69.6%-29.6pp |
| Annual return | -11.96% | -1.85%-10.1pp | 32.53%-44.5pp | 7.63%-19.6pp |
| Employer contribution / active EE | $184 | $1,115-83.5% | $1,961-90.6% | $2,381-92.3% |
| Participant deferral / active EE | $1,315 | $2,302-42.9% | $3,108-57.7% | $3,470-62.1% |
| Admin fee / account holder | $1,651 | $4,221-60.9% | $5,059-67.4% | $4,887-66.2% |