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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 | $89,214 | $154,193-42.1% | $130,045-31.4% | $139,466-36.0% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.5%-64.2pp | 80.3%-66.0pp |
| Annual return | 5.67% | 32.51%-26.8pp | -137.30%+143.0pp | 373.66%-368.0pp |
| Employer contribution / active EE | $303 | $5,292-94.3% | $4,321-93.0% | $4,754-93.6% |
| Participant deferral / active EE | $6,882 | $6,709+2.6% | $5,820+18.3% | $6,712+2.5% |
| Admin fee / account holder | $783 | $13,989-94.4% | $10,600-92.6% | $11,409-93.1% |