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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 | $42,429 | $167,362-74.6% | $143,799-70.5% | $134,532-68.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -21.09% | 0.47%-21.6pp | -0.04%-21.0pp | 418.27%-439.4pp |
| Employer contribution / active EE | $558 | $5,620-90.1% | $4,952-88.7% | $4,741-88.2% |
| Participant deferral / active EE | $3,241 | $6,447-49.7% | $5,638-42.5% | $6,401-49.4% |
| Admin fee / account holder | $4,077 | $18,094-77.5% | $14,677-72.2% | $11,429-64.3% |