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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 | $35,785 | $142,392-74.9% | $119,622-70.1% | $134,532-73.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -32.22% | -12.46%-19.8pp | -14.98%-17.2pp | 418.27%-450.5pp |
| Employer contribution / active EE | $480 | $5,224-90.8% | $4,232-88.7% | $4,741-89.9% |
| Participant deferral / active EE | $10,250 | $6,467+58.5% | $5,601+83.0% | $6,401+60.1% |
| Admin fee / account holder | $1,066 | $13,593-92.2% | $10,328-89.7% | $11,429-90.7% |