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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 | $41,726 | $85,060-50.9% | $70,548-40.9% | $139,456-70.1% |
| Participation rate | 36.4% | 73.9%-37.5pp | 68.3%-32.0pp | 80.3%-44.0pp |
| Annual return | -9.92% | 30.38%-40.3pp | 32.78%-42.7pp | 373.45%-383.4pp |
| Employer contribution / active EE | $263 | $3,911-93.3% | $2,975-91.2% | $4,753-94.5% |
| Participant deferral / active EE | $3,398 | $5,890-42.3% | $4,567-25.6% | $6,711-49.4% |
| Admin fee / account holder | $8,458 | $8,925-5.2% | $6,424+31.7% | $11,407-25.9% |