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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 | $41,454 | $190,916-78.3% | $160,037-74.1% | $134,545-69.2% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -20.60% | 552.79%-573.4pp | 408.95%-429.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $133 | $4,996-97.3% | $4,226-96.8% | $4,742-97.2% |
| Participant deferral / active EE | $4,303 | $6,925-37.9% | $6,184-30.4% | $6,401-32.8% |
| Admin fee / account holder | $1,695 | $10,497-83.9% | $8,716-80.6% | $11,431-85.2% |