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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 | $33,301 | $168,636-80.3% | $147,617-77.4% | $125,393-73.4% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | -4.27% | 77.65%-81.9pp | 61.98%-66.3pp | 282.23%-286.5pp |
| Employer contribution / active EE | $702 | $6,252-88.8% | $5,565-87.4% | $4,866-85.6% |
| Participant deferral / active EE | $3,298 | $5,507-40.1% | $4,895-32.6% | $5,351-38.4% |
| Admin fee / account holder | $1,535 | $13,580-88.7% | $11,611-86.8% | $9,541-83.9% |