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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 | $68,965 | $104,577-34.1% | $76,667-10.0% | $152,909-54.9% |
| Participation rate | 47.1% | 76.6%-29.6pp | 72.1%-25.0pp | 82.5%-35.4pp |
| Annual return | -0.34% | 1014.36%-1014.7pp | 1166.74%-1167.1pp | 345.46%-345.8pp |
| Employer contribution / active EE | $208 | $3,119-93.3% | $2,303-91.0% | $4,764-95.6% |
| Participant deferral / active EE | $1,323 | $4,237-68.8% | $3,336-60.3% | $5,851-77.4% |
| Admin fee / account holder | $1,076 | $12,290-91.2% | $6,423-83.3% | $11,601-90.7% |