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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 | $61,468 | $138,072-55.5% | $123,549-50.2% | $135,382-54.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -9.88% | 153.69%-163.6pp | 119.20%-129.1pp | 519.77%-529.6pp |
| Employer contribution / active EE | $851 | $5,152-83.5% | $4,628-81.6% | $4,779-82.2% |
| Participant deferral / active EE | $2,208 | $6,799-67.5% | $6,426-65.6% | $5,609-60.6% |
| Admin fee / account holder | $983 | $10,917-91.0% | $9,284-89.4% | $10,829-90.9% |