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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 | $45,173 | $82,288-45.1% | $68,794-34.3% | $134,509-66.4% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.0%-29.0pp | 81.2%-41.2pp |
| Annual return | -22.14% | -2.19%-20.0pp | -6.37%-15.8pp | 418.13%-440.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,701 | $4,738-64.1% | $3,941-56.8% | $6,400-73.4% |
| Admin fee / account holder | $852 | $6,482-86.9% | $4,934-82.7% | $11,427-92.5% |