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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 | $39,258 | $167,362-76.5% | $143,799-72.7% | $134,532-70.8% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -22.03% | 0.47%-22.5pp | -0.04%-22.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $1,032 | $5,620-81.6% | $4,952-79.2% | $4,741-78.2% |
| Participant deferral / active EE | $2,313 | $6,447-64.1% | $5,638-59.0% | $6,401-63.9% |
| Admin fee / account holder | $568 | $18,094-96.9% | $14,677-96.1% | $11,429-95.0% |