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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 | $110,169 | $185,312-40.5% | $161,489-31.8% | $154,746-28.8% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | -6.46% | 103.84%-110.3pp | 89.72%-96.2pp | 172.34%-178.8pp |
| Employer contribution / active EE | $374 | $4,769-92.2% | $4,268-91.2% | $4,379-91.5% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,363 | $18,654-92.7% | $16,006-91.5% | $14,365-90.5% |