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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 | $65,590 | $167,362-60.8% | $143,799-54.4% | $134,532-51.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -33.39% | 0.47%-33.9pp | -0.04%-33.3pp | 418.27%-451.7pp |
| Employer contribution / active EE | $911 | $5,620-83.8% | $4,952-81.6% | $4,741-80.8% |
| Participant deferral / active EE | $24,833 | $6,447+285.2% | $5,638+340.4% | $6,401+288.0% |
| Admin fee / account holder | $513 | $18,094-97.2% | $14,677-96.5% | $11,429-95.5% |