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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 | $106,034 | $166,268-36.2% | $165,100-35.8% | $145,897-27.3% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.6%-33.6pp | 80.3%-35.3pp |
| Annual return | -26.88% | 100.52%-127.4pp | 70.21%-97.1pp | 552.29%-579.2pp |
| Employer contribution / active EE | $393 | $5,284-92.6% | $4,348-91.0% | $4,663-91.6% |
| Participant deferral / active EE | $4,829 | $6,964-30.7% | $6,035-20.0% | $6,689-27.8% |
| Admin fee / account holder | $18,766 | $16,659+12.6% | $12,696+47.8% | $13,390+40.1% |