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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 | $52,043 | $138,076-62.3% | $123,553-57.9% | $135,380-61.6% |
| Participation rate | 36.8% | 84.7%-47.9pp | 82.3%-45.5pp | 82.6%-45.8pp |
| Annual return | -10.00% | 153.70%-163.7pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $841 | $5,152-83.7% | $4,628-81.8% | $4,779-82.4% |
| Participant deferral / active EE | $2,665 | $6,800-60.8% | $6,426-58.5% | $5,609-52.5% |
| Admin fee / account holder | $491 | $10,917-95.5% | $9,284-94.7% | $10,828-95.5% |