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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 | $63,659 | $82,678-23.0% | $125,391-49.2% | $68,490-7.1% |
| Participation rate | 36.4% | 75.1%-38.7pp | 82.4%-46.0pp | 67.9%-31.5pp |
| Annual return | -20.46% | -5.97%-14.5pp | 572.41%-592.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $362 | $3,382-89.3% | $4,816-92.5% | $2,597-86.1% |
| Participant deferral / active EE | $4,347 | $6,111-28.9% | $7,448-41.6% | $4,028+7.9% |
| Admin fee / account holder | $4,381 | $6,277-30.2% | $10,009-56.2% | $5,403-18.9% |