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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 | $83,995 | $167,352-49.8% | $143,788-41.6% | $134,509-37.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -22.50% | 0.47%-23.0pp | -0.03%-22.5pp | 418.13%-440.6pp |
| Employer contribution / active EE | $355 | $5,620-93.7% | $4,952-92.8% | $4,741-92.5% |
| Participant deferral / active EE | $7,273 | $6,447+12.8% | $5,638+29.0% | $6,400+13.6% |
| Admin fee / account holder | $815 | $18,091-95.5% | $14,675-94.4% | $11,427-92.9% |