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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 | $94,855 | $124,425-23.8% | $112,040-15.3% | $137,256-30.9% |
| Participation rate | 27.3% | 79.3%-52.0pp | 76.5%-49.2pp | 80.0%-52.7pp |
| Annual return | -0.86% | 24.72%-25.6pp | 24.52%-25.4pp | 220.34%-221.2pp |
| Employer contribution / active EE | $681 | $3,411-80.0% | $2,954-77.0% | $4,156-83.6% |
| Participant deferral / active EE | $7,702 | $5,718+34.7% | $5,098+51.1% | $6,407+20.2% |
| Admin fee / account holder | $5,520 | $15,207-63.7% | $12,098-54.4% | $12,270-55.0% |