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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 | $45,689 | $212,386-78.5% | $199,883-77.1% | $138,895-67.1% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.8%-61.8pp | 79.9%-54.9pp |
| Annual return | -9.22% | 47.75%-57.0pp | 43.81%-53.0pp | 145.39%-154.6pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,842 | $9,617+2.3% | $9,138+7.7% | $6,396+53.9% |
| Admin fee / account holder | $11,335 | $18,233-37.8% | $17,268-34.4% | $12,562-9.8% |