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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 | $67,380 | $45,438+48.3% | $80,004-15.8% | $59,633+13.0% |
| Participation rate | 25.0% | 63.7%-38.7pp | 73.0%-48.0pp | 68.7%-43.7pp |
| Annual return | -4.62% | 5.10%-9.7pp | 7.63%-12.3pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $144 | $1,236-88.4% | $2,473-94.2% | $2,203-93.5% |
| Participant deferral / active EE | $1,520 | $2,231-31.9% | $3,204-52.6% | $3,192-52.4% |
| Admin fee / account holder | $1,499 | $3,464-56.7% | $5,033-70.2% | $4,297-65.1% |