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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 | $65,012 | $106,008-38.7% | $92,240-29.5% | $147,586-56.0% |
| Participation rate | 12.5% | 80.4%-67.9pp | 76.5%-64.0pp | 82.8%-70.3pp |
| Annual return | -2.05% | 50.05%-52.1pp | 176.29%-178.3pp | 578.59%-580.6pp |
| Employer contribution / active EE | $353 | $4,333-91.8% | $3,680-90.4% | $4,876-92.8% |
| Participant deferral / active EE | $2,625 | $4,478-41.4% | $3,897-32.6% | $5,439-51.7% |
| Admin fee / account holder | $8,309 | $6,333+31.2% | $5,194+60.0% | $10,886-23.7% |