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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 | $28,577 | $111,535-74.4% | $105,223-72.8% | $137,256-79.2% |
| Participation rate | 5.6% | 78.1%-72.5pp | 75.0%-69.5pp | 80.0%-74.4pp |
| Annual return | -0.38% | 237.85%-238.2pp | 180.65%-181.0pp | 220.34%-220.7pp |
| Employer contribution / active EE | $464 | $3,939-88.2% | $3,689-87.4% | $4,156-88.8% |
| Participant deferral / active EE | $1,800 | $5,500-67.3% | $5,072-64.5% | $6,407-71.9% |
| Admin fee / account holder | $60,275 | $9,721+520.0% | $8,859+580.4% | $12,270+391.2% |