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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 | $154,159-48.0% | $130,026-38.3% | $139,456-42.5% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.5%-14.2pp | 80.3%-16.0pp |
| Annual return | 6.00% | 32.50%-26.5pp | -137.26%+143.3pp | 373.45%-367.4pp |
| Employer contribution / active EE | $1,048 | $5,292-80.2% | $4,321-75.8% | $4,753-78.0% |
| Participant deferral / active EE | $2,297 | $6,710-65.8% | $5,821-60.5% | $6,711-65.8% |
| Admin fee / account holder | $7,086 | $14,001-49.4% | $10,608-33.2% | $11,407-37.9% |