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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 | $39,105 | $167,353-76.6% | $143,797-72.8% | $134,545-70.9% |
| Participation rate | 31.3% | 84.8%-53.6pp | 80.3%-49.1pp | 81.2%-50.0pp |
| Annual return | -21.93% | 0.48%-22.4pp | -0.04%-21.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,002 | $5,620-82.2% | $4,952-79.8% | $4,742-78.9% |
| Participant deferral / active EE | $3,067 | $6,447-52.4% | $5,638-45.6% | $6,401-52.1% |
| Admin fee / account holder | $687 | $18,096-96.2% | $14,679-95.3% | $11,431-94.0% |