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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 | $101,389 | $157,304-35.5% | $141,197-28.2% | $152,909-33.7% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | -20.22% | 64.34%-84.6pp | 71.41%-91.6pp | 345.46%-365.7pp |
| Employer contribution / active EE | $288 | $5,263-94.5% | $4,736-93.9% | $4,764-93.9% |
| Participant deferral / active EE | $5,517 | $7,111-22.4% | $6,710-17.8% | $5,851-5.7% |
| Admin fee / account holder | $23,093 | $12,126+90.4% | $10,265+125.0% | $11,601+99.1% |