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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 | $63,041 | $75,962-17.0% | $154,111-59.1% | $64,173-1.8% |
| Participation rate | 19.3% | 70.4%-51.1pp | 83.0%-63.7pp | 69.6%-50.3pp |
| Annual return | -10.21% | 30.32%-40.5pp | 735.18%-745.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $330 | $3,350-90.1% | $5,298-93.8% | $2,381-86.1% |
| Participant deferral / active EE | $1,131 | $3,175-64.4% | $5,081-77.7% | $3,470-67.4% |
| Admin fee / account holder | $509 | $5,589-90.9% | $13,411-96.2% | $4,887-89.6% |