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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 | $73,532 | $48,235+52.4% | $68,803+6.9% | $68,490+7.4% |
| Participation rate | 22.0% | 60.7%-38.7pp | 69.0%-47.0pp | 67.9%-45.9pp |
| Annual return | -23.85% | -12.70%-11.1pp | -6.37%-17.5pp | -7.85%-16.0pp |
| Employer contribution / active EE | $170 | $1,829-90.7% | $2,656-93.6% | $2,597-93.4% |
| Participant deferral / active EE | $1,552 | $2,867-45.9% | $3,942-60.6% | $4,028-61.5% |
| Admin fee / account holder | $6,412 | $4,361+47.0% | $4,936+29.9% | $5,403+18.7% |