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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 | $53,951 | $175,231-69.2% | $149,696-64.0% | $139,466-61.3% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | -13.96% | 166.77%-180.7pp | 134.46%-148.4pp | 373.66%-387.6pp |
| Employer contribution / active EE | $170 | $5,478-96.9% | $4,821-96.5% | $4,754-96.4% |
| Participant deferral / active EE | $1,977 | $6,521-69.7% | $5,682-65.2% | $6,712-70.5% |
| Admin fee / account holder | $316 | $16,155-98.0% | $13,212-97.6% | $11,409-97.2% |