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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 | $45,735 | $95,975-52.3% | $74,549-38.7% | $135,379-66.2% |
| Participation rate | 69.2% | 75.7%-6.4pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -9.47% | 56.96%-66.4pp | 32.53%-42.0pp | 519.79%-529.3pp |
| Employer contribution / active EE | $15 | $2,716-99.4% | $1,961-99.2% | $4,779-99.7% |
| Participant deferral / active EE | $3,589 | $3,844-6.6% | $3,108+15.5% | $5,609-36.0% |
| Admin fee / account holder | $449 | $6,522-93.1% | $5,059-91.1% | $10,828-95.9% |