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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 | $41,135 | $111,878-63.2% | $93,727-56.1% | $145,897-71.8% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | -3.76% | 204.28%-208.0pp | 133.83%-137.6pp | 552.29%-556.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,384 | $4,920-51.5% | $4,417-46.0% | $6,689-64.4% |
| Admin fee / account holder | $3,323 | $10,256-67.6% | $8,292-59.9% | $13,390-75.2% |