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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 | $68,419 | $45,566+50.2% | $64,105+6.7% | $59,633+14.7% |
| Participation rate | 39.2% | 60.2%-21.0pp | 68.2%-29.0pp | 68.7%-29.5pp |
| Annual return | -3.53% | 4.95%-8.5pp | 791.24%-794.8pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $57 | $934-93.9% | $1,820-96.9% | $2,203-97.4% |
| Participant deferral / active EE | $1,869 | $2,057-9.1% | $2,822-33.8% | $3,192-41.4% |
| Admin fee / account holder | $3,821 | $3,268+16.9% | $4,499-15.1% | $4,297-11.1% |