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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 | $88,417 | $138,075-36.0% | $123,552-28.4% | $135,379-34.7% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -10.04% | 153.70%-163.7pp | 119.20%-129.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $525 | $5,152-89.8% | $4,628-88.7% | $4,779-89.0% |
| Participant deferral / active EE | $13,064 | $6,800+92.1% | $6,426+103.3% | $5,609+132.9% |
| Admin fee / account holder | $332 | $10,917-97.0% | $9,285-96.4% | $10,828-96.9% |