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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 | $36,993 | $167,352-77.9% | $143,788-74.3% | $134,509-72.5% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -21.50% | 0.47%-22.0pp | -0.03%-21.5pp | 418.13%-439.6pp |
| Employer contribution / active EE | $527 | $5,620-90.6% | $4,952-89.4% | $4,741-88.9% |
| Participant deferral / active EE | $6,775 | $6,447+5.1% | $5,638+20.2% | $6,400+5.9% |
| Admin fee / account holder | $320 | $18,091-98.2% | $14,675-97.8% | $11,427-97.2% |