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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 | $60,783 | $138,075-56.0% | $123,552-50.8% | $135,379-55.1% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -15.07% | 153.70%-168.8pp | 119.20%-134.3pp | 519.79%-534.9pp |
| Employer contribution / active EE | $282 | $5,152-94.5% | $4,628-93.9% | $4,779-94.1% |
| Participant deferral / active EE | $3,638 | $6,800-46.5% | $6,426-43.4% | $5,609-35.1% |
| Admin fee / account holder | $5,013 | $10,917-54.1% | $9,285-46.0% | $10,828-53.7% |