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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 | $174,379-67.4% | $152,093-62.6% | $138,895-59.0% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | -1.07% | 74.86%-75.9pp | 66.36%-67.4pp | 145.39%-146.5pp |
| Employer contribution / active EE | $248 | $4,652-94.7% | $4,175-94.1% | $4,194-94.1% |
| Participant deferral / active EE | $6,999 | $6,159+13.6% | $5,451+28.4% | $6,396+9.4% |
| Admin fee / account holder | $45,949 | $16,880+172.2% | $14,497+217.0% | $12,562+265.8% |