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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 | $71,608 | $127,387-43.8% | $115,038-37.8% | $125,389-42.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -9.06% | 31.28%-40.3pp | 26.14%-35.2pp | 282.24%-291.3pp |
| Employer contribution / active EE | $665 | $5,166-87.1% | $4,608-85.6% | $4,866-86.3% |
| Participant deferral / active EE | $10,602 | $6,423+65.1% | $6,026+75.9% | $5,352+98.1% |
| Admin fee / account holder | $959 | $9,516-89.9% | $8,175-88.3% | $9,541-89.9% |