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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 | $70,968 | $168,635-57.9% | $147,617-51.9% | $125,389-43.4% |
| Participation rate | 28.6% | 88.8%-60.2pp | 84.6%-56.0pp | 83.2%-54.6pp |
| Annual return | -5.92% | 77.65%-83.6pp | 61.98%-67.9pp | 282.24%-288.2pp |
| Employer contribution / active EE | $1,191 | $6,252-80.9% | $5,564-78.6% | $4,866-75.5% |
| Participant deferral / active EE | $3,169 | $5,507-42.4% | $4,895-35.3% | $5,352-40.8% |
| Admin fee / account holder | $860 | $13,580-93.7% | $11,612-92.6% | $9,541-91.0% |