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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 | $41,844 | $92,219-54.6% | $76,767-45.5% | $135,380-69.1% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -11.84% | 5.46%-17.3pp | 2.43%-14.3pp | 519.81%-531.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,025 | $4,508+33.6% | $3,852+56.4% | $5,609+7.4% |
| Admin fee / account holder | $1,781 | $10,749-83.4% | $6,675-73.3% | $10,828-83.6% |