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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 | $61,474 | $209,336-70.6% | $197,124-68.8% | $137,256-55.2% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | -3.71% | 48.09%-51.8pp | 44.34%-48.1pp | 220.34%-224.0pp |
| Employer contribution / active EE | $1,103 | $6,591-83.3% | $6,227-82.3% | $4,156-73.5% |
| Participant deferral / active EE | $6,893 | $9,614-28.3% | $9,135-24.5% | $6,407+7.6% |
| Admin fee / account holder | $24,581 | $17,308+42.0% | $16,298+50.8% | $12,270+100.3% |