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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 | $73,291 | $183,539-60.1% | $155,556-52.9% | $145,897-49.8% |
| Participation rate | 63.2% | 82.7%-19.6pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | -21.19% | 61.31%-82.5pp | 64.84%-86.0pp | 552.29%-573.5pp |
| Employer contribution / active EE | $646 | $5,315-87.8% | $4,675-86.2% | $4,663-86.1% |
| Participant deferral / active EE | $4,351 | $6,467-32.7% | $5,631-22.7% | $6,689-34.9% |
| Admin fee / account holder | $1,001 | $19,275-94.8% | $15,885-93.7% | $13,390-92.5% |