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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 | $28,745 | $154,228-81.4% | $145,433-80.2% | $137,256-79.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | -3.27% | 74.59%-77.9pp | 66.58%-69.8pp | 220.34%-223.6pp |
| Employer contribution / active EE | $647 | $4,804-86.5% | $4,554-85.8% | $4,156-84.4% |
| Participant deferral / active EE | $7,377 | $8,216-10.2% | $7,897-6.6% | $6,407+15.1% |
| Admin fee / account holder | $4,680 | $14,344-67.4% | $13,129-64.4% | $12,270-61.9% |