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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 | $67,012 | $82,674-18.9% | $125,363-46.5% | $68,495-2.2% |
| Participation rate | 50.5% | 75.0%-24.5pp | 82.4%-31.8pp | 67.9%-17.4pp |
| Annual return | -20.12% | -5.97%-14.2pp | 572.15%-592.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $363 | $3,382-89.3% | $4,815-92.5% | $2,596-86.0% |
| Participant deferral / active EE | $3,036 | $6,111-50.3% | $7,447-59.2% | $4,028-24.6% |
| Admin fee / account holder | $1,019 | $6,276-83.8% | $10,005-89.8% | $5,403-81.1% |