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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 | $72,244 | $91,525-21.1% | $130,026-44.4% | $75,181-3.9% |
| Participation rate | 42.1% | 71.4%-29.3pp | 78.5%-36.4pp | 67.2%-25.1pp |
| Annual return | 3.38% | -631.40%+634.8pp | -137.26%+140.6pp | 160.69%-157.3pp |
| Employer contribution / active EE | $485 | $2,844-83.0% | $4,321-88.8% | $2,671-81.9% |
| Participant deferral / active EE | $3,334 | $4,342-23.2% | $5,821-42.7% | $4,126-19.2% |
| Admin fee / account holder | $3,002 | $6,778-55.7% | $10,608-71.7% | $5,650-46.9% |