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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 | $112,887 | $111,301+1.4% | $112,977-0.1% | $158,966-29.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 82.6%-15.9pp | 82.0%-15.3pp |
| Annual return | -3.03% | 26.40%-29.4pp | 24.24%-27.3pp | 302.95%-306.0pp |
| Employer contribution / active EE | $560 | $4,471-87.5% | $4,255-86.8% | $4,762-88.2% |
| Participant deferral / active EE | $8,500 | $5,880+44.6% | $5,836+45.7% | $5,983+42.1% |
| Admin fee / account holder | $39,193 | $8,392+367.0% | $6,294+522.7% | $11,250+248.4% |