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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 | $77,416 | $50,199+54.2% | $69,884+10.8% | $66,938+15.7% |
| Participation rate | 27.0% | 66.3%-39.3pp | 70.5%-43.5pp | 69.8%-42.8pp |
| Annual return | -42.93% | -13.85%-29.1pp | 190.81%-233.7pp | 1.58%-44.5pp |
| Employer contribution / active EE | $530 | $1,864-71.6% | $2,560-79.3% | $2,545-79.2% |
| Participant deferral / active EE | $1,468 | $3,112-52.8% | $3,848-61.9% | $4,238-65.4% |
| Admin fee / account holder | $3,134 | $600+422.6% | $6,266-50.0% | $594+428.1% |