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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 | $71,645 | $68,996+3.8% | $159,991-55.2% | $68,495+4.6% |
| Participation rate | 49.1% | 65.4%-16.3pp | 78.0%-28.9pp | 67.9%-18.8pp |
| Annual return | -19.44% | -9.65%-9.8pp | 408.82%-428.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $265 | $2,212-88.0% | $4,225-93.7% | $2,596-89.8% |
| Participant deferral / active EE | $1,959 | $4,211-53.5% | $6,183-68.3% | $4,028-51.4% |
| Admin fee / account holder | $20,086 | $4,797+318.7% | $8,715+130.5% | $5,403+271.7% |