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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 | $67,362 | $82,314-18.2% | $68,808-2.1% | $134,532-49.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -21.94% | -2.18%-19.8pp | -6.37%-15.6pp | 418.27%-440.2pp |
| Employer contribution / active EE | $384 | $3,301-88.4% | $2,656-85.6% | $4,741-91.9% |
| Participant deferral / active EE | $1,603 | $4,740-66.2% | $3,942-59.3% | $6,401-75.0% |
| Admin fee / account holder | $16,476 | $6,484+154.1% | $4,936+233.8% | $11,429+44.2% |