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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 | $55,063 | $60,349-8.8% | $74,184-25.8% | $62,881-12.4% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | -1.34% | 21.38%-22.7pp | 17.74%-19.1pp | 20.14%-21.5pp |
| Employer contribution / active EE | $145 | $1,680-91.4% | $2,370-93.9% | $2,281-93.7% |
| Participant deferral / active EE | $1,481 | $2,856-48.2% | $3,550-58.3% | $3,203-53.8% |
| Admin fee / account holder | $1,224 | $4,261-71.3% | $5,586-78.1% | $4,296-71.5% |