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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 | $24,653 | $166,268-85.2% | $165,100-85.1% | $145,897-83.1% |
| Participation rate | 39.1% | 82.0%-42.9pp | 78.6%-39.5pp | 80.3%-41.2pp |
| Annual return | -3.56% | 100.52%-104.1pp | 70.21%-73.8pp | 552.29%-555.9pp |
| Employer contribution / active EE | $738 | $5,284-86.0% | $4,348-83.0% | $4,663-84.2% |
| Participant deferral / active EE | $4,640 | $6,964-33.4% | $6,035-23.1% | $6,689-30.6% |
| Admin fee / account holder | $7,037 | $16,659-57.8% | $12,696-44.6% | $13,390-47.5% |