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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 | $84,622 | $167,362-49.4% | $143,799-41.2% | $134,532-37.1% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -20.42% | 0.47%-20.9pp | -0.04%-20.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,081 | $5,620-80.8% | $4,952-78.2% | $4,741-77.2% |
| Participant deferral / active EE | $6,062 | $6,447-6.0% | $5,638+7.5% | $6,401-5.3% |
| Admin fee / account holder | $6,476 | $18,094-64.2% | $14,677-55.9% | $11,429-43.3% |