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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 | $41,536 | $168,635-75.4% | $147,617-71.9% | $125,389-66.9% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -4.73% | 77.65%-82.4pp | 61.98%-66.7pp | 282.24%-287.0pp |
| Employer contribution / active EE | $757 | $6,252-87.9% | $5,564-86.4% | $4,866-84.4% |
| Participant deferral / active EE | $6,375 | $5,507+15.8% | $4,895+30.2% | $5,352+19.1% |
| Admin fee / account holder | $401 | $13,580-97.0% | $11,612-96.5% | $9,541-95.8% |