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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 | $57,427 | $183,539-68.7% | $155,556-63.1% | $145,897-60.6% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | -4.54% | 61.31%-65.8pp | 64.84%-69.4pp | 552.29%-556.8pp |
| Employer contribution / active EE | $519 | $5,315-90.2% | $4,675-88.9% | $4,663-88.9% |
| Participant deferral / active EE | $10,501 | $6,467+62.4% | $5,631+86.5% | $6,689+57.0% |
| Admin fee / account holder | $12,941 | $19,275-32.9% | $15,885-18.5% | $13,390-3.4% |