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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 | $62,734 | $97,732-35.8% | $83,831-25.2% | $135,380-53.7% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -9.75% | 1287.56%-1297.3pp | 850.99%-860.7pp | 519.81%-529.6pp |
| Employer contribution / active EE | $592 | $4,222-86.0% | $3,631-83.7% | $4,779-87.6% |
| Participant deferral / active EE | $3,853 | $4,683-17.7% | $4,082-5.6% | $5,609-31.3% |
| Admin fee / account holder | $5,519 | $6,675-17.3% | $5,479+0.7% | $10,828-49.0% |