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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 | $63,745 | $165,381-61.5% | $149,730-57.4% | $158,966-59.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -0.47% | 348.29%-348.8pp | 276.70%-277.2pp | 302.95%-303.4pp |
| Employer contribution / active EE | $271 | $5,104-94.7% | $4,645-94.2% | $4,762-94.3% |
| Participant deferral / active EE | $2,930 | $7,182-59.2% | $6,843-57.2% | $5,983-51.0% |
| Admin fee / account holder | $70,393 | $10,809+551.2% | $9,310+656.1% | $11,250+525.7% |