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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 | $42,113 | $183,539-77.1% | $155,556-72.9% | $145,897-71.1% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | -2.08% | 61.31%-63.4pp | 64.84%-66.9pp | 552.29%-554.4pp |
| Employer contribution / active EE | $794 | $5,315-85.1% | $4,675-83.0% | $4,663-83.0% |
| Participant deferral / active EE | $3,462 | $6,467-46.5% | $5,631-38.5% | $6,689-48.3% |
| Admin fee / account holder | $19,638 | $19,275+1.9% | $15,885+23.6% | $13,390+46.7% |