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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 | $41,270 | $167,362-75.3% | $143,799-71.3% | $134,532-69.3% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -21.50% | 0.47%-22.0pp | -0.04%-21.5pp | 418.27%-439.8pp |
| Employer contribution / active EE | $291 | $5,620-94.8% | $4,952-94.1% | $4,741-93.9% |
| Participant deferral / active EE | $4,940 | $6,447-23.4% | $5,638-12.4% | $6,401-22.8% |
| Admin fee / account holder | $375 | $18,094-97.9% | $14,677-97.4% | $11,429-96.7% |