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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 | $55,201 | $133,998-58.8% | $112,263-50.8% | $134,545-59.0% |
| Participation rate | 30.8% | 78.6%-47.8pp | 75.1%-44.3pp | 81.2%-50.5pp |
| Annual return | -25.31% | 47.17%-72.5pp | 27.49%-52.8pp | 418.37%-443.7pp |
| Employer contribution / active EE | $765 | $4,040-81.1% | $3,636-78.9% | $4,742-83.9% |
| Participant deferral / active EE | $3,017 | $5,292-43.0% | $4,729-36.2% | $6,401-52.9% |
| Admin fee / account holder | $2,679 | $7,493-64.2% | $6,410-58.2% | $11,431-76.6% |