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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 | $63,548 | $209,425-69.7% | $178,499-64.4% | $158,966-60.0% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | -2.85% | 188.80%-191.6pp | 151.10%-154.0pp | 302.95%-305.8pp |
| Employer contribution / active EE | $1,133 | $5,707-80.1% | $5,011-77.4% | $4,762-76.2% |
| Participant deferral / active EE | $3,037 | $5,955-49.0% | $5,202-41.6% | $5,983-49.2% |
| Admin fee / account holder | $1,045 | $17,078-93.9% | $13,986-92.5% | $11,250-90.7% |