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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 | $48,841 | $167,352-70.8% | $143,788-66.0% | $134,509-63.7% |
| Participation rate | 15.8% | 84.8%-69.0pp | 80.3%-64.5pp | 81.2%-65.4pp |
| Annual return | -28.30% | 0.47%-28.8pp | -0.03%-28.3pp | 418.13%-446.4pp |
| Employer contribution / active EE | $692 | $5,620-87.7% | $4,952-86.0% | $4,741-85.4% |
| Participant deferral / active EE | $2,658 | $6,447-58.8% | $5,638-52.8% | $6,400-58.5% |
| Admin fee / account holder | $1,945 | $18,091-89.2% | $14,675-86.7% | $11,427-83.0% |