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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 | $37,206 | $142,392-73.9% | $119,622-68.9% | $134,532-72.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -21.42% | -12.46%-9.0pp | -14.98%-6.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $903 | $5,224-82.7% | $4,232-78.7% | $4,741-81.0% |
| Participant deferral / active EE | $2,317 | $6,467-64.2% | $5,601-58.6% | $6,401-63.8% |
| Admin fee / account holder | $482 | $13,593-96.5% | $10,328-95.3% | $11,429-95.8% |