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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 | $95,315 | $168,635-43.5% | $147,617-35.4% | $125,389-24.0% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -5.06% | 77.65%-82.7pp | 61.98%-67.0pp | 282.24%-287.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,530 | $5,507-54.1% | $4,895-48.3% | $5,352-52.7% |
| Admin fee / account holder | $1,757 | $13,580-87.1% | $11,612-84.9% | $9,541-81.6% |