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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 | $90,242 | $160,040-43.6% | $147,096-38.7% | $145,877-38.1% |
| Participation rate | 29.4% | 84.0%-54.6pp | 82.2%-52.8pp | 80.3%-50.9pp |
| Annual return | -15.90% | 98.49%-114.4pp | 419.75%-435.7pp | 551.28%-567.2pp |
| Employer contribution / active EE | $963 | $5,289-81.8% | $4,936-80.5% | $4,663-79.4% |
| Participant deferral / active EE | $3,472 | $8,429-58.8% | $8,071-57.0% | $6,691-48.1% |
| Admin fee / account holder | $94,003 | $15,050+524.6% | $13,005+622.8% | $13,402+601.4% |