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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 | $75,196 | $211,946-64.5% | $169,452-55.6% | $135,380-44.5% |
| Participation rate | 42.9% | 82.6%-39.8pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -17.10% | 3.26%-20.4pp | 1.83%-18.9pp | 519.81%-536.9pp |
| Employer contribution / active EE | $394 | $5,117-92.3% | $4,157-90.5% | $4,779-91.8% |
| Participant deferral / active EE | $2,016 | $6,075-66.8% | $5,277-61.8% | $5,609-64.1% |
| Admin fee / account holder | $1,251 | $11,472-89.1% | $9,110-86.3% | $10,828-88.4% |