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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 | $75,815 | $138,075-45.1% | $123,552-38.6% | $135,379-44.0% |
| Participation rate | 20.0% | 84.7%-64.7pp | 82.3%-62.3pp | 82.6%-62.6pp |
| Annual return | -9.89% | 153.70%-163.6pp | 119.20%-129.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $628 | $5,152-87.8% | $4,628-86.4% | $4,779-86.9% |
| Participant deferral / active EE | $3,168 | $6,800-53.4% | $6,426-50.7% | $5,609-43.5% |
| Admin fee / account holder | $483 | $10,917-95.6% | $9,285-94.8% | $10,828-95.5% |