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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 | $30,948 | $174,379-82.3% | $152,093-79.7% | $138,895-77.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | -22.47% | 74.86%-97.3pp | 66.36%-88.8pp | 145.39%-167.9pp |
| Employer contribution / active EE | $300 | $4,652-93.6% | $4,175-92.8% | $4,194-92.8% |
| Participant deferral / active EE | $3,813 | $6,159-38.1% | $5,451-30.1% | $6,396-40.4% |
| Admin fee / account holder | $64,354 | $16,880+281.2% | $14,497+343.9% | $12,562+412.3% |