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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 | $41,193 | $110,083-62.6% | $151,645-72.8% | $68,490-39.9% |
| Participation rate | 65.4% | 84.0%-18.6pp | 87.5%-22.1pp | 67.9%-2.5pp |
| Annual return | -19.23% | -10.12%-9.1pp | 3.34%-22.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $574 | $4,470-87.2% | $6,165-90.7% | $2,597-77.9% |
| Participant deferral / active EE | $3,989 | $6,526-38.9% | $8,363-52.3% | $4,028-1.0% |
| Admin fee / account holder | $2,033 | $7,718-73.7% | $11,614-82.5% | $5,403-62.4% |