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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 | $54,787 | $148,629-63.1% | $135,982-59.7% | $139,487-60.7% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.3pp | 80.3%-63.7pp |
| Annual return | -16.55% | 79.33%-95.9pp | 68.32%-84.9pp | 373.84%-390.4pp |
| Employer contribution / active EE | $443 | $5,247-91.5% | $4,859-90.9% | $4,755-90.7% |
| Participant deferral / active EE | $5,000 | $8,102-38.3% | $7,760-35.6% | $6,713-25.5% |
| Admin fee / account holder | $1,457 | $12,406-88.3% | $10,767-86.5% | $11,407-87.2% |