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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 | $81,501 | $99,345-18.0% | $84,753-3.8% | $273,972-70.3% |
| Participation rate | 53.8% | 80.7%-26.8pp | 76.6%-22.7pp | 83.0%-29.2pp |
| Annual return | -5.48% | 22.93%-28.4pp | 22.78%-28.3pp | 41.46%-46.9pp |
| Employer contribution / active EE | $394 | $4,214-90.7% | $3,574-89.0% | $4,869-91.9% |
| Participant deferral / active EE | $5,880 | $4,270+37.7% | $3,712+58.4% | $5,287+11.2% |
| Admin fee / account holder | $2,316 | $6,645-65.2% | $5,333-56.6% | $10,133-77.1% |