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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 | $47,704 | $93,346-48.9% | $71,796-33.6% | $273,972-82.6% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | -2.93% | 130.39%-133.3pp | 78.04%-81.0pp | 41.46%-44.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,806 | $3,475-48.0% | $2,794-35.4% | $5,287-65.8% |
| Admin fee / account holder | $4,311 | $6,571-34.4% | $4,815-10.5% | $10,133-57.5% |