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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 | $89,846 | $135,956-33.9% | $123,894-27.5% | $273,972-67.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | -1.62% | 56.63%-58.3pp | 47.52%-49.1pp | 41.46%-43.1pp |
| Employer contribution / active EE | $161 | $5,170-96.9% | $4,617-96.5% | $4,869-96.7% |
| Participant deferral / active EE | $2,099 | $6,343-66.9% | $5,984-64.9% | $5,287-60.3% |
| Admin fee / account holder | $18,163 | $9,817+85.0% | $8,357+117.3% | $10,133+79.3% |