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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 | $88,233 | $113,941-22.6% | $94,229-6.4% | $125,389-29.6% |
| Participation rate | 28.6% | 82.9%-54.3pp | 78.8%-50.2pp | 83.2%-54.6pp |
| Annual return | -4.62% | 5.29%-9.9pp | 10.68%-15.3pp | 282.24%-286.9pp |
| Employer contribution / active EE | $642 | $4,727-86.4% | $3,587-82.1% | $4,866-86.8% |
| Participant deferral / active EE | $3,571 | $5,179-31.0% | $4,320-17.3% | $5,352-33.3% |
| Admin fee / account holder | $768 | $8,392-90.8% | $6,269-87.7% | $9,541-91.9% |