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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 | $37,257 | $76,912-51.6% | $129,118-71.1% | $68,486-45.6% |
| Participation rate | 61.9% | 69.1%-7.2pp | 77.2%-15.3pp | 67.9%-6.0pp |
| Annual return | -30.42% | -9.78%-20.6pp | -10.94%-19.5pp | -7.85%-22.6pp |
| Employer contribution / active EE | $708 | $3,243-78.2% | $5,051-86.0% | $2,597-72.7% |
| Participant deferral / active EE | $3,038 | $4,732-35.8% | $6,539-53.5% | $4,028-24.6% |
| Admin fee / account holder | $2,912 | $6,638-56.1% | $14,305-79.6% | $5,404-46.1% |