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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 | $63,211 | $75,935-16.8% | $60,547+4.4% | $125,389-49.6% |
| Participation rate | 18.2% | 76.5%-58.4pp | 68.0%-49.8pp | 83.2%-65.0pp |
| Annual return | -7.34% | -5.38%-2.0pp | 335.64%-343.0pp | 282.24%-289.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,140 | $4,506-74.7% | $3,328-65.8% | $5,352-78.7% |
| Admin fee / account holder | $1,264 | $6,768-81.3% | $4,536-72.1% | $9,541-86.8% |