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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 | $51,166 | $133,981-61.8% | $112,249-54.4% | $134,532-62.0% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -22.66% | 47.16%-69.8pp | 27.48%-50.1pp | 418.27%-440.9pp |
| Employer contribution / active EE | $772 | $4,040-80.9% | $3,636-78.8% | $4,741-83.7% |
| Participant deferral / active EE | $1,475 | $5,292-72.1% | $4,729-68.8% | $6,401-77.0% |
| Admin fee / account holder | $4,354 | $7,492-41.9% | $6,412-32.1% | $11,429-61.9% |