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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 | $73,584 | $129,959-43.4% | $104,301-29.5% | $134,532-45.3% |
| Participation rate | 10.5% | 79.5%-69.0pp | 73.3%-62.7pp | 81.2%-70.7pp |
| Annual return | -27.82% | 42.04%-69.9pp | 24.61%-52.4pp | 418.27%-446.1pp |
| Employer contribution / active EE | $180 | $4,185-95.7% | $3,373-94.7% | $4,741-96.2% |
| Participant deferral / active EE | $1,912 | $5,589-65.8% | $4,626-58.7% | $6,401-70.1% |
| Admin fee / account holder | $1,405 | $9,325-84.9% | $7,340-80.9% | $11,429-87.7% |