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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 | $66,268 | $168,635-60.7% | $147,617-55.1% | $125,389-47.2% |
| Participation rate | 22.2% | 88.8%-66.5pp | 84.6%-62.4pp | 83.2%-61.0pp |
| Annual return | -6.69% | 77.65%-84.3pp | 61.98%-68.7pp | 282.24%-288.9pp |
| Employer contribution / active EE | $945 | $6,252-84.9% | $5,564-83.0% | $4,866-80.6% |
| Participant deferral / active EE | $2,340 | $5,507-57.5% | $4,895-52.2% | $5,352-56.3% |
| Admin fee / account holder | $468 | $13,580-96.6% | $11,612-96.0% | $9,541-95.1% |