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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 | $74,548 | $92,743-19.6% | $82,744-9.9% | $134,532-44.6% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 81.2%-51.2pp |
| Annual return | -23.30% | 946.63%-969.9pp | 702.22%-725.5pp | 418.27%-441.6pp |
| Employer contribution / active EE | $281 | $3,273-91.4% | $3,008-90.7% | $4,741-94.1% |
| Participant deferral / active EE | $4,463 | $4,802-7.1% | $4,395+1.6% | $6,401-30.3% |
| Admin fee / account holder | $1,307 | $5,977-78.1% | $5,325-75.5% | $11,429-88.6% |