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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 | $63,125 | $95,188-33.7% | $76,518-17.5% | $135,380-53.4% |
| Participation rate | 4.3% | 74.4%-70.0pp | 68.0%-63.7pp | 82.6%-78.3pp |
| Annual return | -10.80% | 4.85%-15.7pp | -0.27%-10.5pp | 519.81%-530.6pp |
| Employer contribution / active EE | $139 | $3,303-95.8% | $2,647-94.7% | $4,779-97.1% |
| Participant deferral / active EE | $804 | $4,640-82.7% | $3,836-79.0% | $5,609-85.7% |
| Admin fee / account holder | $390 | $6,249-93.8% | $4,849-92.0% | $10,828-96.4% |