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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 | $109,608 | $162,136-32.4% | $152,301-28.0% | $154,746-29.2% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | -2.49% | 91.02%-93.5pp | 80.50%-83.0pp | 172.34%-174.8pp |
| Employer contribution / active EE | $715 | $4,890-85.4% | $4,624-84.5% | $4,379-83.7% |
| Participant deferral / active EE | $6,100 | $8,341-26.9% | $8,004-23.8% | $6,730-9.4% |
| Admin fee / account holder | $546 | $15,759-96.5% | $14,398-96.2% | $14,365-96.2% |