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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 | $45,684 | $177,156-74.2% | $147,027-68.9% | $154,746-70.5% |
| Participation rate | 62.5% | 79.4%-16.9pp | 73.7%-11.2pp | 80.7%-18.2pp |
| Annual return | -3.70% | 21.94%-25.6pp | 20.23%-23.9pp | 172.34%-176.0pp |
| Employer contribution / active EE | $827 | $4,336-80.9% | $3,626-77.2% | $4,379-81.1% |
| Participant deferral / active EE | $4,395 | $5,797-24.2% | $4,933-10.9% | $6,730-34.7% |
| Admin fee / account holder | $711 | $14,904-95.2% | $12,223-94.2% | $14,365-95.1% |