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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 | $76,366 | $112,935-32.4% | $90,970-16.1% | $158,966-52.0% |
| Participation rate | 20.8% | 74.7%-53.9pp | 69.0%-48.2pp | 82.0%-61.1pp |
| Annual return | -11.71% | 215.79%-227.5pp | 134.58%-146.3pp | 302.95%-314.7pp |
| Employer contribution / active EE | $99 | $2,895-96.6% | $2,122-95.4% | $4,762-97.9% |
| Participant deferral / active EE | $1,092 | $4,129-73.6% | $3,373-67.6% | $5,983-81.8% |
| Admin fee / account holder | $9,884 | $8,045+22.8% | $5,960+65.8% | $11,250-12.1% |