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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 | $29,447 | $167,522-82.4% | $151,639-80.6% | $134,532-78.1% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.3pp | 81.2%-24.1pp |
| Annual return | -23.28% | 7.81%-31.1pp | 3.34%-26.6pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,051 | $6,828-84.6% | $6,165-83.0% | $4,741-77.8% |
| Participant deferral / active EE | $6,389 | $8,986-28.9% | $8,363-23.6% | $6,401-0.2% |
| Admin fee / account holder | $3,605 | $13,780-73.8% | $11,613-69.0% | $11,429-68.5% |