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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 | $80,167 | $154,193-48.0% | $130,045-38.4% | $139,466-42.5% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.5%-14.2pp | 80.3%-16.0pp |
| Annual return | 6.00% | 32.51%-26.5pp | -137.30%+143.3pp | 373.66%-367.7pp |
| Employer contribution / active EE | $1,048 | $5,292-80.2% | $4,321-75.8% | $4,754-78.0% |
| Participant deferral / active EE | $2,297 | $6,709-65.8% | $5,820-60.5% | $6,712-65.8% |
| Admin fee / account holder | $7,086 | $13,989-49.3% | $10,600-33.2% | $11,409-37.9% |