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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 | $46,175 | $82,314-43.9% | $68,808-32.9% | $134,532-65.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -28.06% | -2.18%-25.9pp | -6.37%-21.7pp | 418.27%-446.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,832 | $4,740-19.1% | $3,942-2.8% | $6,401-40.1% |
| Admin fee / account holder | $8,567 | $6,484+32.1% | $4,936+73.6% | $11,429-25.0% |