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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 | $66,046 | $112,915-41.5% | $90,965-27.4% | $158,950-58.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | -39.36% | 215.75%-255.1pp | 134.57%-173.9pp | 302.91%-342.3pp |
| Employer contribution / active EE | $227 | $2,894-92.2% | $2,122-89.3% | $4,762-95.2% |
| Participant deferral / active EE | $2,000 | $4,128-51.6% | $3,373-40.7% | $5,983-66.6% |
| Admin fee / account holder | $651 | $8,044-91.9% | $5,960-89.1% | $11,248-94.2% |