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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 | $29,772 | $135,956-78.1% | $123,894-76.0% | $273,972-89.1% |
| Participation rate | 38.5% | 84.1%-45.6pp | 81.4%-42.9pp | 83.0%-44.6pp |
| Annual return | -0.73% | 56.63%-57.4pp | 47.52%-48.3pp | 41.46%-42.2pp |
| Employer contribution / active EE | $718 | $5,170-86.1% | $4,617-84.5% | $4,869-85.3% |
| Participant deferral / active EE | $3,496 | $6,343-44.9% | $5,984-41.6% | $5,287-33.9% |
| Admin fee / account holder | $989 | $9,817-89.9% | $8,357-88.2% | $10,133-90.2% |