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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 | $42,233 | $56,200-24.9% | $67,653-37.6% | $59,633-29.2% |
| Participation rate | 44.4% | 71.5%-27.0pp | 75.7%-31.2pp | 68.7%-24.2pp |
| Annual return | -3.45% | 18506.71%-18510.2pp | 6625.22%-6628.7pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $233 | $1,615-85.5% | $2,266-89.7% | $2,203-89.4% |
| Participant deferral / active EE | $1,295 | $2,843-54.4% | $3,560-63.6% | $3,192-59.4% |
| Admin fee / account holder | $1,187 | $3,959-70.0% | $4,821-75.4% | $4,297-72.4% |