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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 | $68,049 | $167,353-59.3% | $143,797-52.7% | $134,545-49.4% |
| Participation rate | 41.2% | 84.8%-43.6pp | 80.3%-39.1pp | 81.2%-40.1pp |
| Annual return | -41.41% | 0.48%-41.9pp | -0.04%-41.4pp | 418.37%-459.8pp |
| Employer contribution / active EE | $1,116 | $5,620-80.1% | $4,952-77.5% | $4,742-76.5% |
| Participant deferral / active EE | $2,233 | $6,447-65.4% | $5,638-60.4% | $6,401-65.1% |
| Admin fee / account holder | $1,392 | $18,096-92.3% | $14,679-90.5% | $11,431-87.8% |