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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 | $99,144 | $167,362-40.8% | $143,799-31.1% | $134,532-26.3% |
| Participation rate | 45.0% | 84.8%-39.8pp | 80.3%-35.3pp | 81.2%-36.2pp |
| Annual return | -21.89% | 0.47%-22.4pp | -0.04%-21.8pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,050 | $5,620-81.3% | $4,952-78.8% | $4,741-77.8% |
| Participant deferral / active EE | $2,491 | $6,447-61.4% | $5,638-55.8% | $6,401-61.1% |
| Admin fee / account holder | $1,291 | $18,094-92.9% | $14,677-91.2% | $11,429-88.7% |