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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 | $84,659 | $107,353-21.1% | $92,903-8.9% | $152,885-44.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 0.19% | 145.62%-145.4pp | 109.43%-109.2pp | 345.39%-345.2pp |
| Employer contribution / active EE | $736 | $4,222-82.6% | $3,653-79.9% | $4,763-84.6% |
| Participant deferral / active EE | $2,942 | $4,848-39.3% | $4,238-30.6% | $5,851-49.7% |
| Admin fee / account holder | $5,539 | $7,081-21.8% | $5,795-4.4% | $11,598-52.2% |