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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 | $94,176 | $142,409-33.9% | $119,634-21.3% | $134,545-30.0% |
| Participation rate | 47.1% | 82.8%-35.8pp | 79.3%-32.2pp | 81.2%-34.2pp |
| Annual return | -24.86% | -12.46%-12.4pp | -14.98%-9.9pp | 418.37%-443.2pp |
| Employer contribution / active EE | $315 | $5,224-94.0% | $4,232-92.6% | $4,742-93.4% |
| Participant deferral / active EE | $2,988 | $6,468-53.8% | $5,601-46.6% | $6,401-53.3% |
| Admin fee / account holder | $541 | $13,594-96.0% | $10,329-94.8% | $11,431-95.3% |