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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 | $80,480 | $215,361-62.6% | $171,082-53.0% | $273,972-70.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 76.7%-14.2pp | 83.0%-20.5pp |
| Annual return | -0.17% | 25.14%-25.3pp | 32.56%-32.7pp | 41.46%-41.6pp |
| Employer contribution / active EE | $258 | $4,967-94.8% | $4,002-93.5% | $4,869-94.7% |
| Participant deferral / active EE | $1,033 | $5,543-81.4% | $4,797-78.5% | $5,287-80.5% |
| Admin fee / account holder | $2,259 | $10,846-79.2% | $8,520-73.5% | $10,133-77.7% |