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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 | $25,922 | $82,674-68.6% | $125,381-79.3% | $68,486-62.2% |
| Participation rate | 44.9% | 75.1%-30.2pp | 82.4%-37.5pp | 67.9%-23.0pp |
| Annual return | -20.03% | -5.97%-14.1pp | 572.31%-592.3pp | -7.85%-12.2pp |
| Employer contribution / active EE | $479 | $3,382-85.8% | $4,815-90.1% | $2,597-81.6% |
| Participant deferral / active EE | $3,463 | $6,111-43.3% | $7,448-53.5% | $4,028-14.0% |
| Admin fee / account holder | $3,225 | $6,277-48.6% | $10,007-67.8% | $5,404-40.3% |