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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 | $31,275 | $167,522-81.3% | $151,639-79.4% | $134,532-76.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -23.17% | 7.81%-31.0pp | 3.34%-26.5pp | 418.27%-441.4pp |
| Employer contribution / active EE | $895 | $6,828-86.9% | $6,165-85.5% | $4,741-81.1% |
| Participant deferral / active EE | $9,175 | $8,986+2.1% | $8,363+9.7% | $6,401+43.3% |
| Admin fee / account holder | $406 | $13,780-97.1% | $11,613-96.5% | $11,429-96.4% |