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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 | $43,646 | $154,193-71.7% | $130,045-66.4% | $139,466-68.7% |
| Participation rate | 63.2% | 82.0%-18.8pp | 78.5%-15.3pp | 80.3%-17.2pp |
| Annual return | 8.81% | 32.51%-23.7pp | -137.30%+146.1pp | 373.66%-364.9pp |
| Employer contribution / active EE | $489 | $5,292-90.8% | $4,321-88.7% | $4,754-89.7% |
| Participant deferral / active EE | $2,396 | $6,709-64.3% | $5,820-58.8% | $6,712-64.3% |
| Admin fee / account holder | $5,172 | $13,989-63.0% | $10,600-51.2% | $11,409-54.7% |