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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 | $48,031 | $167,353-71.3% | $143,797-66.6% | $134,545-64.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -20.51% | 0.48%-21.0pp | -0.04%-20.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $819 | $5,620-85.4% | $4,952-83.5% | $4,742-82.7% |
| Participant deferral / active EE | $3,275 | $6,447-49.2% | $5,638-41.9% | $6,401-48.8% |
| Admin fee / account holder | $403 | $18,096-97.8% | $14,679-97.3% | $11,431-96.5% |