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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 | $56,918 | $172,111-66.9% | $150,298-62.1% | $137,256-58.5% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | -1.07% | 69.37%-70.4pp | 62.79%-63.9pp | 220.34%-221.4pp |
| Employer contribution / active EE | $248 | $4,636-94.7% | $4,154-94.0% | $4,156-94.0% |
| Participant deferral / active EE | $6,999 | $6,166+13.5% | $5,453+28.4% | $6,407+9.2% |
| Admin fee / account holder | $45,949 | $16,471+179.0% | $14,116+225.5% | $12,270+274.5% |