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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 | $57,413 | $138,076-58.4% | $123,553-53.5% | $135,380-57.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -11.81% | 153.70%-165.5pp | 119.21%-131.0pp | 519.81%-531.6pp |
| Employer contribution / active EE | $510 | $5,152-90.1% | $4,628-89.0% | $4,779-89.3% |
| Participant deferral / active EE | $2,430 | $6,800-64.3% | $6,426-62.2% | $5,609-56.7% |
| Admin fee / account holder | $1,210 | $10,917-88.9% | $9,284-87.0% | $10,828-88.8% |