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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 | $42,153 | $97,729-56.9% | $83,830-49.7% | $135,379-68.9% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -15.44% | 1287.52%-1303.0pp | 850.97%-866.4pp | 519.79%-535.2pp |
| Employer contribution / active EE | $515 | $4,222-87.8% | $3,631-85.8% | $4,779-89.2% |
| Participant deferral / active EE | $6,924 | $4,683+47.9% | $4,082+69.6% | $5,609+23.4% |
| Admin fee / account holder | $853 | $6,674-87.2% | $5,479-84.4% | $10,828-92.1% |