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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 | $52,147 | $197,819-73.6% | $155,789-66.5% | $125,388-58.4% |
| Participation rate | 61.1% | 82.1%-21.0pp | 76.1%-15.0pp | 83.2%-22.1pp |
| Annual return | -4.36% | 86.73%-91.1pp | 71.54%-75.9pp | 282.24%-286.6pp |
| Employer contribution / active EE | $143 | $4,850-97.1% | $3,839-96.3% | $4,866-97.1% |
| Participant deferral / active EE | $2,351 | $5,631-58.2% | $4,798-51.0% | $5,352-56.1% |
| Admin fee / account holder | $1,674 | $9,544-82.5% | $7,477-77.6% | $9,541-82.4% |