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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 | $42,085 | $183,539-77.1% | $155,556-72.9% | $145,897-71.2% |
| Participation rate | 47.8% | 82.7%-34.9pp | 78.2%-30.4pp | 80.3%-32.5pp |
| Annual return | -8.02% | 61.31%-69.3pp | 64.84%-72.9pp | 552.29%-560.3pp |
| Employer contribution / active EE | $803 | $5,315-84.9% | $4,675-82.8% | $4,663-82.8% |
| Participant deferral / active EE | $2,546 | $6,467-60.6% | $5,631-54.8% | $6,689-61.9% |
| Admin fee / account holder | $3,632 | $19,275-81.2% | $15,885-77.1% | $13,390-72.9% |