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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 | $75,749 | $57,350+32.1% | $83,850-9.7% | $64,181+18.0% |
| Participation rate | 32.3% | 68.6%-36.3pp | 76.1%-43.8pp | 69.6%-37.3pp |
| Annual return | -9.29% | 11.38%-20.7pp | 850.92%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,718 | $2,993-42.6% | $4,082-57.9% | $3,470-50.5% |
| Admin fee / account holder | $768 | $4,046-81.0% | $5,478-86.0% | $4,887-84.3% |