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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 | $30,197 | $183,516-83.5% | $155,534-80.6% | $145,884-79.3% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | -3.82% | 61.43%-65.2pp | 64.92%-68.7pp | 551.85%-555.7pp |
| Employer contribution / active EE | $920 | $5,315-82.7% | $4,675-80.3% | $4,662-80.3% |
| Participant deferral / active EE | $3,272 | $6,467-49.4% | $5,630-41.9% | $6,690-51.1% |
| Admin fee / account holder | $22,987 | $19,293+19.1% | $15,900+44.6% | $13,392+71.7% |