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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 | $183,592-83.6% | $155,574-80.6% | $145,877-79.3% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | -3.82% | 61.37%-65.2pp | 64.87%-68.7pp | 551.28%-555.1pp |
| Employer contribution / active EE | $920 | $5,317-82.7% | $4,676-80.3% | $4,663-80.3% |
| Participant deferral / active EE | $3,272 | $6,466-49.4% | $5,629-41.9% | $6,691-51.1% |
| Admin fee / account holder | $22,987 | $19,316+19.0% | $15,914+44.4% | $13,402+71.5% |