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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 | $31,906 | $138,114-76.9% | $125,391-74.6% | $134,545-76.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -31.58% | 750.88%-782.5pp | 572.41%-604.0pp | 418.37%-450.0pp |
| Employer contribution / active EE | $812 | $5,246-84.5% | $4,816-83.1% | $4,742-82.9% |
| Participant deferral / active EE | $4,797 | $7,801-38.5% | $7,448-35.6% | $6,401-25.1% |
| Admin fee / account holder | $945 | $11,570-91.8% | $10,009-90.6% | $11,431-91.7% |