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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 | $50,102 | $168,636-70.3% | $147,618-66.1% | $125,388-60.0% |
| Participation rate | 14.3% | 88.8%-74.5pp | 84.6%-70.3pp | 83.2%-68.9pp |
| Annual return | -4.07% | 77.65%-81.7pp | 61.98%-66.1pp | 282.24%-286.3pp |
| Employer contribution / active EE | $411 | $6,252-93.4% | $5,565-92.6% | $4,866-91.5% |
| Participant deferral / active EE | $1,886 | $5,507-65.8% | $4,895-61.5% | $5,352-64.8% |
| Admin fee / account holder | $601 | $13,580-95.6% | $11,612-94.8% | $9,541-93.7% |