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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 | $53,860 | $162,821-66.9% | $133,978-59.8% | $158,982-66.1% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | -8.92% | 41.95%-50.9pp | 45.10%-54.0pp | 302.99%-311.9pp |
| Employer contribution / active EE | $795 | $4,976-84.0% | $3,919-79.7% | $4,763-83.3% |
| Participant deferral / active EE | $12,000 | $5,910+103.0% | $5,047+137.7% | $5,983+100.6% |
| Admin fee / account holder | $1,788 | $11,742-84.8% | $8,930-80.0% | $11,252-84.1% |