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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 | $75,686 | $167,352-54.8% | $143,788-47.4% | $134,509-43.7% |
| Participation rate | 35.7% | 84.8%-49.1pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | -25.29% | 0.47%-25.8pp | -0.03%-25.3pp | 418.13%-443.4pp |
| Employer contribution / active EE | $100 | $5,620-98.2% | $4,952-98.0% | $4,741-97.9% |
| Participant deferral / active EE | $3,817 | $6,447-40.8% | $5,638-32.3% | $6,400-40.4% |
| Admin fee / account holder | $1,249 | $18,091-93.1% | $14,675-91.5% | $11,427-89.1% |