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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 | $41,006 | $91,537-55.2% | $130,045-68.5% | $75,173-45.5% |
| Participation rate | 62.7% | 71.5%-8.8pp | 78.5%-15.8pp | 67.2%-4.5pp |
| Annual return | 10.80% | -631.55%+642.3pp | -137.30%+148.1pp | 160.72%-149.9pp |
| Employer contribution / active EE | $100 | $2,845-96.5% | $4,321-97.7% | $2,671-96.3% |
| Participant deferral / active EE | $2,501 | $4,343-42.4% | $5,820-57.0% | $4,126-39.4% |
| Admin fee / account holder | $8,194 | $6,780+20.9% | $10,600-22.7% | $5,651+45.0% |