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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 | $30,709 | $127,386-75.9% | $115,037-73.3% | $125,388-75.5% |
| Participation rate | 38.5% | 84.2%-45.7pp | 81.4%-42.9pp | 83.2%-44.7pp |
| Annual return | -9.90% | 31.28%-41.2pp | 26.14%-36.0pp | 282.24%-292.1pp |
| Employer contribution / active EE | $462 | $5,166-91.1% | $4,608-90.0% | $4,866-90.5% |
| Participant deferral / active EE | $1,986 | $6,423-69.1% | $6,026-67.0% | $5,352-62.9% |
| Admin fee / account holder | $17,150 | $9,516+80.2% | $8,175+109.8% | $9,541+79.8% |