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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 | $38,463 | $167,362-77.0% | $143,799-73.3% | $134,532-71.4% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -30.92% | 0.47%-31.4pp | -0.04%-30.9pp | 418.27%-449.2pp |
| Employer contribution / active EE | $658 | $5,620-88.3% | $4,952-86.7% | $4,741-86.1% |
| Participant deferral / active EE | $5,205 | $6,447-19.3% | $5,638-7.7% | $6,401-18.7% |
| Admin fee / account holder | $2,246 | $18,094-87.6% | $14,677-84.7% | $11,429-80.4% |