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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 | $54,426 | $106,557-48.9% | $91,227-40.3% | $134,545-59.5% |
| Participation rate | 64.3% | 76.8%-12.5pp | 73.2%-8.9pp | 81.2%-16.9pp |
| Annual return | -21.34% | 160.81%-182.2pp | 114.14%-135.5pp | 418.37%-439.7pp |
| Employer contribution / active EE | $243 | $3,332-92.7% | $2,851-91.5% | $4,742-94.9% |
| Participant deferral / active EE | $2,430 | $4,719-48.5% | $4,234-42.6% | $6,401-62.0% |
| Admin fee / account holder | $1,229 | $6,235-80.3% | $5,423-77.3% | $11,431-89.2% |