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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 | $101,449 | $133,981-24.3% | $112,249-9.6% | $134,532-24.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -22.76% | 47.16%-69.9pp | 27.48%-50.2pp | 418.27%-441.0pp |
| Employer contribution / active EE | $751 | $4,040-81.4% | $3,636-79.3% | $4,741-84.2% |
| Participant deferral / active EE | $1,681 | $5,292-68.2% | $4,729-64.5% | $6,401-73.7% |
| Admin fee / account holder | $3,468 | $7,492-53.7% | $6,412-45.9% | $11,429-69.7% |