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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 | $39,286 | $142,409-72.4% | $119,634-67.2% | $134,545-70.8% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -20.44% | -12.46%-8.0pp | -14.98%-5.5pp | 418.37%-438.8pp |
| Employer contribution / active EE | $851 | $5,224-83.7% | $4,232-79.9% | $4,742-82.0% |
| Participant deferral / active EE | $7,074 | $6,468+9.4% | $5,601+26.3% | $6,401+10.5% |
| Admin fee / account holder | $1,243 | $13,594-90.9% | $10,329-88.0% | $11,431-89.1% |