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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 | $41,879 | $99,652-58.0% | $78,778-46.8% | $147,586-71.6% |
| Participation rate | 63.2% | 76.2%-13.1pp | 69.2%-6.0pp | 82.8%-19.7pp |
| Annual return | -6.85% | 47.28%-54.1pp | 35.62%-42.5pp | 578.59%-585.4pp |
| Employer contribution / active EE | $40 | $2,796-98.6% | $1,986-98.0% | $4,876-99.2% |
| Participant deferral / active EE | $2,042 | $3,664-44.3% | $2,958-31.0% | $5,439-62.5% |
| Admin fee / account holder | $693 | $7,155-90.3% | $5,134-86.5% | $10,886-93.6% |