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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 | $37,378 | $140,592-73.4% | $123,106-69.6% | $125,388-70.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -4.14% | 16.80%-20.9pp | 13.22%-17.4pp | 282.24%-286.4pp |
| Employer contribution / active EE | $459 | $6,041-92.4% | $5,151-91.1% | $4,866-90.6% |
| Participant deferral / active EE | $3,513 | $6,980-49.7% | $6,229-43.6% | $5,352-34.4% |
| Admin fee / account holder | $1,797 | $11,198-84.0% | $9,015-80.1% | $9,541-81.2% |