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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 | $44,083 | $105,867-58.4% | $90,760-51.4% | $134,532-67.2% |
| Participation rate | 33.3% | 78.3%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -25.67% | -10.99%-14.7pp | -12.16%-13.5pp | 418.27%-443.9pp |
| Employer contribution / active EE | $605 | $3,464-82.5% | $2,922-79.3% | $4,741-87.2% |
| Participant deferral / active EE | $2,650 | $5,217-49.2% | $4,565-42.0% | $6,401-58.6% |
| Admin fee / account holder | $1,852 | $13,936-86.7% | $8,444-78.1% | $11,429-83.8% |