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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 | $93,464 | $142,392-34.4% | $119,622-21.9% | $134,532-30.5% |
| Participation rate | 69.6% | 82.8%-13.3pp | 79.3%-9.7pp | 81.2%-11.7pp |
| Annual return | -20.51% | -12.46%-8.1pp | -14.98%-5.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $818 | $5,224-84.3% | $4,232-80.7% | $4,741-82.8% |
| Participant deferral / active EE | $2,059 | $6,467-68.2% | $5,601-63.2% | $6,401-67.8% |
| Admin fee / account holder | $2,880 | $13,593-78.8% | $10,328-72.1% | $11,429-74.8% |