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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 | $40,669 | $138,072-70.5% | $123,549-67.1% | $135,382-70.0% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -12.65% | 153.69%-166.3pp | 119.20%-131.8pp | 519.77%-532.4pp |
| Employer contribution / active EE | $353 | $5,152-93.1% | $4,628-92.4% | $4,779-92.6% |
| Participant deferral / active EE | $10,863 | $6,799+59.8% | $6,426+69.1% | $5,609+93.7% |
| Admin fee / account holder | $997 | $10,917-90.9% | $9,284-89.3% | $10,829-90.8% |