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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 | $89,644 | $138,072-35.1% | $123,549-27.4% | $135,382-33.8% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -12.24% | 153.69%-165.9pp | 119.20%-131.4pp | 519.77%-532.0pp |
| Employer contribution / active EE | $712 | $5,152-86.2% | $4,628-84.6% | $4,779-85.1% |
| Participant deferral / active EE | $2,426 | $6,799-64.3% | $6,426-62.2% | $5,609-56.7% |
| Admin fee / account holder | $849 | $10,917-92.2% | $9,284-90.9% | $10,829-92.2% |