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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 | $90,352 | $127,387-29.1% | $115,038-21.5% | $125,389-27.9% |
| Participation rate | 64.3% | 84.2%-19.9pp | 81.4%-17.1pp | 83.2%-18.9pp |
| Annual return | -4.73% | 31.28%-36.0pp | 26.14%-30.9pp | 282.24%-287.0pp |
| Employer contribution / active EE | $550 | $5,166-89.4% | $4,608-88.1% | $4,866-88.7% |
| Participant deferral / active EE | $3,000 | $6,423-53.3% | $6,026-50.2% | $5,352-43.9% |
| Admin fee / account holder | $3,253 | $9,516-65.8% | $8,175-60.2% | $9,541-65.9% |