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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 | $44,160 | $167,352-73.6% | $143,788-69.3% | $134,509-67.2% |
| Participation rate | 41.7% | 84.8%-43.1pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -23.56% | 0.47%-24.0pp | -0.03%-23.5pp | 418.13%-441.7pp |
| Employer contribution / active EE | $559 | $5,620-90.1% | $4,952-88.7% | $4,741-88.2% |
| Participant deferral / active EE | $2,748 | $6,447-57.4% | $5,638-51.3% | $6,400-57.1% |
| Admin fee / account holder | $20,106 | $18,091+11.1% | $14,675+37.0% | $11,427+76.0% |