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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 | $94,690 | $138,075-31.4% | $123,552-23.4% | $135,379-30.1% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -9.91% | 153.70%-163.6pp | 119.20%-129.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $817 | $5,152-84.2% | $4,628-82.4% | $4,779-82.9% |
| Participant deferral / active EE | $3,300 | $6,800-51.5% | $6,426-48.6% | $5,609-41.2% |
| Admin fee / account holder | $739 | $10,917-93.2% | $9,285-92.0% | $10,828-93.2% |