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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 | $39,324 | $183,592-78.6% | $155,574-74.7% | $145,877-73.0% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | -19.50% | 61.37%-80.9pp | 64.87%-84.4pp | 551.28%-570.8pp |
| Employer contribution / active EE | $640 | $5,317-88.0% | $4,676-86.3% | $4,663-86.3% |
| Participant deferral / active EE | $1,920 | $6,466-70.3% | $5,629-65.9% | $6,691-71.3% |
| Admin fee / account holder | $10,317 | $19,316-46.6% | $15,914-35.2% | $13,402-23.0% |