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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 | $31,384 | $168,635-81.4% | $147,617-78.7% | $125,389-75.0% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -12.35% | 77.65%-90.0pp | 61.98%-74.3pp | 282.24%-294.6pp |
| Employer contribution / active EE | $1,135 | $6,252-81.8% | $5,564-79.6% | $4,866-76.7% |
| Participant deferral / active EE | $3,138 | $5,507-43.0% | $4,895-35.9% | $5,352-41.4% |
| Admin fee / account holder | $698 | $13,580-94.9% | $11,612-94.0% | $9,541-92.7% |