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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 | $46,490 | $97,020-52.1% | $83,322-44.2% | $135,379-65.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -14.27% | 12.31%-26.6pp | 10.64%-24.9pp | 519.79%-534.1pp |
| Employer contribution / active EE | $240 | $4,144-94.2% | $3,379-92.9% | $4,779-95.0% |
| Participant deferral / active EE | $6,167 | $5,964+3.4% | $5,565+10.8% | $5,609+9.9% |
| Admin fee / account holder | $476 | $8,426-94.4% | $7,540-93.7% | $10,828-95.6% |