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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 | $93,827 | $127,386-26.3% | $115,037-18.4% | $125,388-25.2% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -5.72% | 31.28%-37.0pp | 26.14%-31.9pp | 282.24%-288.0pp |
| Employer contribution / active EE | $710 | $5,166-86.3% | $4,608-84.6% | $4,866-85.4% |
| Participant deferral / active EE | $3,615 | $6,423-43.7% | $6,026-40.0% | $5,352-32.4% |
| Admin fee / account holder | $931 | $9,516-90.2% | $8,175-88.6% | $9,541-90.2% |