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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 | $71,117 | $80,992-12.2% | $96,534-26.3% | $75,173-5.4% |
| Participation rate | 63.8% | 71.8%-8.0pp | 76.0%-12.2pp | 67.2%-3.4pp |
| Annual return | -0.67% | 27.05%-27.7pp | 25.88%-26.5pp | 160.72%-161.4pp |
| Employer contribution / active EE | $419 | $2,283-81.6% | $2,965-85.9% | $2,671-84.3% |
| Participant deferral / active EE | $2,714 | $3,929-30.9% | $4,851-44.0% | $4,126-34.2% |
| Admin fee / account holder | $11,294 | $6,717+68.1% | $8,253+36.8% | $5,651+99.9% |