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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 | $66,576 | $142,392-53.2% | $119,622-44.3% | $134,532-50.5% |
| Participation rate | 45.8% | 82.8%-37.0pp | 79.3%-33.4pp | 81.2%-35.4pp |
| Annual return | -22.27% | -12.46%-9.8pp | -14.98%-7.3pp | 418.27%-440.5pp |
| Employer contribution / active EE | $393 | $5,224-92.5% | $4,232-90.7% | $4,741-91.7% |
| Participant deferral / active EE | $4,390 | $6,467-32.1% | $5,601-21.6% | $6,401-31.4% |
| Admin fee / account holder | $1,363 | $13,593-90.0% | $10,328-86.8% | $11,429-88.1% |