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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 | $84,489 | $167,533-49.6% | $151,645-44.3% | $134,545-37.2% |
| Participation rate | 65.0% | 88.4%-23.4pp | 87.5%-22.5pp | 81.2%-16.2pp |
| Annual return | -21.21% | 7.81%-29.0pp | 3.34%-24.5pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,325 | $6,828-80.6% | $6,165-78.5% | $4,742-72.1% |
| Participant deferral / active EE | $3,785 | $8,985-57.9% | $8,363-54.7% | $6,401-40.9% |
| Admin fee / account holder | $1,481 | $13,781-89.3% | $11,614-87.3% | $11,431-87.0% |