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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 | $33,015 | $95,895-65.6% | $79,576-58.5% | $134,509-75.5% |
| Participation rate | 27.3% | 75.0%-47.8pp | 69.5%-42.2pp | 81.2%-54.0pp |
| Annual return | -21.90% | -2.72%-19.2pp | 0.15%-22.1pp | 418.13%-440.0pp |
| Employer contribution / active EE | $243 | $3,128-92.2% | $2,413-89.9% | $4,741-94.9% |
| Participant deferral / active EE | $3,190 | $4,693-32.0% | $3,985-20.0% | $6,400-50.2% |
| Admin fee / account holder | $612 | $9,129-93.3% | $6,834-91.0% | $11,427-94.6% |