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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 | $34,608 | $72,404-52.2% | $110,243-68.6% | $64,173-46.1% |
| Participation rate | 53.2% | 73.3%-20.1pp | 79.8%-26.6pp | 69.6%-16.3pp |
| Annual return | -8.68% | -6.29%-2.4pp | 314.76%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $465 | $2,282-79.6% | $3,827-87.8% | $2,381-80.4% |
| Participant deferral / active EE | $3,036 | $3,469-12.5% | $4,672-35.0% | $3,470-12.5% |
| Admin fee / account holder | $6,140 | $5,664+8.4% | $8,548-28.2% | $4,887+25.6% |