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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 | $31,472 | $190,916-83.5% | $160,037-80.3% | $134,545-76.6% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -22.38% | 552.79%-575.2pp | 408.95%-431.3pp | 418.37%-440.7pp |
| Employer contribution / active EE | $180 | $4,996-96.4% | $4,226-95.8% | $4,742-96.2% |
| Participant deferral / active EE | $1,919 | $6,925-72.3% | $6,184-69.0% | $6,401-70.0% |
| Admin fee / account holder | $1,375 | $10,497-86.9% | $8,716-84.2% | $11,431-88.0% |