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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 | $30,468 | $90,489-66.3% | $76,051-59.9% | $145,978-79.1% |
| Participation rate | 12.5% | 74.5%-62.0pp | 69.1%-56.6pp | 80.3%-67.8pp |
| Annual return | -4.11% | 622.78%-626.9pp | 360.42%-364.5pp | 550.52%-554.6pp |
| Employer contribution / active EE | $405 | $3,319-87.8% | $2,690-84.9% | $4,662-91.3% |
| Participant deferral / active EE | $1,369 | $5,164-73.5% | $4,257-67.8% | $6,690-79.5% |
| Admin fee / account holder | $2,171 | $8,374-74.1% | $6,416-66.2% | $13,400-83.8% |