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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 | $38,934 | $95,915-59.4% | $79,580-51.1% | $134,532-71.1% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -23.69% | -2.71%-21.0pp | 0.15%-23.8pp | 418.27%-442.0pp |
| Employer contribution / active EE | $223 | $3,129-92.9% | $2,413-90.8% | $4,741-95.3% |
| Participant deferral / active EE | $2,448 | $4,693-47.8% | $3,985-38.6% | $6,401-61.8% |
| Admin fee / account holder | $334 | $9,132-96.3% | $6,835-95.1% | $11,429-97.1% |