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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 | $60,452 | $92,219-34.4% | $76,768-21.3% | $135,379-55.3% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -15.61% | 5.46%-21.1pp | 2.43%-18.0pp | 519.79%-535.4pp |
| Employer contribution / active EE | $256 | $3,216-92.0% | $2,485-89.7% | $4,779-94.6% |
| Participant deferral / active EE | $2,659 | $4,508-41.0% | $3,852-31.0% | $5,609-52.6% |
| Admin fee / account holder | $858 | $10,749-92.0% | $6,675-87.1% | $10,828-92.1% |