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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 | $43,872 | $167,352-73.8% | $143,788-69.5% | $134,509-67.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -28.58% | 0.47%-29.0pp | -0.03%-28.5pp | 418.13%-446.7pp |
| Employer contribution / active EE | $262 | $5,620-95.3% | $4,952-94.7% | $4,741-94.5% |
| Participant deferral / active EE | $6,558 | $6,447+1.7% | $5,638+16.3% | $6,400+2.5% |
| Admin fee / account holder | $4,776 | $18,091-73.6% | $14,675-67.5% | $11,427-58.2% |