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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 | $73,358 | $138,102-46.9% | $125,381-41.5% | $134,532-45.5% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -22.29% | 750.73%-773.0pp | 572.31%-594.6pp | 418.27%-440.6pp |
| Employer contribution / active EE | $861 | $5,245-83.6% | $4,815-82.1% | $4,741-81.8% |
| Participant deferral / active EE | $7,614 | $7,801-2.4% | $7,448+2.2% | $6,401+19.0% |
| Admin fee / account holder | $2,752 | $11,568-76.2% | $10,007-72.5% | $11,429-75.9% |