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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 | $38,652 | $77,817-50.3% | $123,553-68.7% | $64,173-39.8% |
| Participation rate | 17.6% | 74.7%-57.1pp | 82.3%-64.6pp | 69.6%-51.9pp |
| Annual return | -8.82% | 12.49%-21.3pp | 119.21%-128.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $154 | $3,014-94.9% | $4,628-96.7% | $2,381-93.5% |
| Participant deferral / active EE | $3,464 | $5,240-33.9% | $6,426-46.1% | $3,470-0.2% |
| Admin fee / account holder | $9,823 | $5,519+78.0% | $9,284+5.8% | $4,887+101.0% |