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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 | $62,446 | $168,636-63.0% | $147,618-57.7% | $125,388-50.2% |
| Participation rate | 14.3% | 88.8%-74.5pp | 84.6%-70.3pp | 83.2%-68.9pp |
| Annual return | -4.91% | 77.65%-82.6pp | 61.98%-66.9pp | 282.24%-287.1pp |
| Employer contribution / active EE | $922 | $6,252-85.3% | $5,565-83.4% | $4,866-81.1% |
| Participant deferral / active EE | $5,143 | $5,507-6.6% | $4,895+5.1% | $5,352-3.9% |
| Admin fee / account holder | $613 | $13,580-95.5% | $11,612-94.7% | $9,541-93.6% |