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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 | $78,375 | $168,636-53.5% | $147,618-46.9% | $125,388-37.5% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | -5.74% | 77.65%-83.4pp | 61.98%-67.7pp | 282.24%-288.0pp |
| Employer contribution / active EE | $847 | $6,252-86.5% | $5,565-84.8% | $4,866-82.6% |
| Participant deferral / active EE | $2,681 | $5,507-51.3% | $4,895-45.2% | $5,352-49.9% |
| Admin fee / account holder | $3,456 | $13,580-74.6% | $11,612-70.2% | $9,541-63.8% |