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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 | $71,490 | $167,353-57.3% | $143,797-50.3% | $134,545-46.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -34.19% | 0.48%-34.7pp | -0.04%-34.1pp | 418.37%-452.6pp |
| Employer contribution / active EE | $960 | $5,620-82.9% | $4,952-80.6% | $4,742-79.8% |
| Participant deferral / active EE | $5,200 | $6,447-19.3% | $5,638-7.8% | $6,401-18.8% |
| Admin fee / account holder | $1,042 | $18,096-94.2% | $14,679-92.9% | $11,431-90.9% |