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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 | $50,145 | $75,962-34.0% | $154,108-67.5% | $64,173-21.9% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | -8.31% | 30.32%-38.6pp | 735.21%-743.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $299 | $3,350-91.1% | $5,298-94.4% | $2,381-87.4% |
| Participant deferral / active EE | $3,393 | $3,175+6.9% | $5,081-33.2% | $3,470-2.2% |
| Admin fee / account holder | $4,900 | $5,589-12.3% | $13,411-63.5% | $4,887+0.3% |