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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 | $80,167 | $168,636-52.5% | $147,618-45.7% | $125,388-36.1% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | -4.33% | 77.65%-82.0pp | 61.98%-66.3pp | 282.24%-286.6pp |
| Employer contribution / active EE | $622 | $6,252-90.0% | $5,565-88.8% | $4,866-87.2% |
| Participant deferral / active EE | $1,791 | $5,507-67.5% | $4,895-63.4% | $5,352-66.5% |
| Admin fee / account holder | $1,263 | $13,580-90.7% | $11,612-89.1% | $9,541-86.8% |