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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 | $51,251 | $167,522-69.4% | $151,639-66.2% | $134,532-61.9% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -21.94% | 7.81%-29.7pp | 3.34%-25.3pp | 418.27%-440.2pp |
| Employer contribution / active EE | $572 | $6,828-91.6% | $6,165-90.7% | $4,741-87.9% |
| Participant deferral / active EE | $4,810 | $8,986-46.5% | $8,363-42.5% | $6,401-24.9% |
| Admin fee / account holder | $430 | $13,780-96.9% | $11,613-96.3% | $11,429-96.2% |