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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 | $112,407 | $152,619-26.3% | $125,195-10.2% | $152,909-26.5% |
| Participation rate | 21.7% | 83.3%-61.6pp | 79.8%-58.0pp | 82.5%-60.7pp |
| Annual return | -1.42% | 54.85%-56.3pp | 43.79%-45.2pp | 345.46%-346.9pp |
| Employer contribution / active EE | $703 | $4,947-85.8% | $3,866-81.8% | $4,764-85.3% |
| Participant deferral / active EE | $2,103 | $5,869-64.2% | $4,937-57.4% | $5,851-64.1% |
| Admin fee / account holder | $42,921 | $13,437+219.4% | $9,704+342.3% | $11,601+270.0% |