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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 | $43,309 | $129,960-66.7% | $104,299-58.5% | $134,545-67.8% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -20.97% | 42.06%-63.0pp | 24.62%-45.6pp | 418.37%-439.3pp |
| Employer contribution / active EE | $344 | $4,186-91.8% | $3,373-89.8% | $4,742-92.8% |
| Participant deferral / active EE | $1,626 | $5,589-70.9% | $4,626-64.9% | $6,401-74.6% |
| Admin fee / account holder | $1,457 | $9,324-84.4% | $7,339-80.1% | $11,431-87.3% |