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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 | $70,388 | $165,361-57.4% | $149,715-53.0% | $158,950-55.7% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | -0.72% | 348.24%-349.0pp | 276.66%-277.4pp | 302.91%-303.6pp |
| Employer contribution / active EE | $514 | $5,103-89.9% | $4,645-88.9% | $4,762-89.2% |
| Participant deferral / active EE | $3,900 | $7,182-45.7% | $6,842-43.0% | $5,983-34.8% |
| Admin fee / account holder | $482 | $10,808-95.5% | $9,310-94.8% | $11,248-95.7% |