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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 | $57,957 | $167,504-65.4% | $151,628-61.8% | $134,509-56.9% |
| Participation rate | 69.6% | 88.4%-18.8pp | 87.5%-17.9pp | 81.2%-11.7pp |
| Annual return | -21.25% | 7.81%-29.1pp | 3.34%-24.6pp | 418.13%-439.4pp |
| Employer contribution / active EE | $380 | $6,828-94.4% | $6,165-93.8% | $4,741-92.0% |
| Participant deferral / active EE | $12,005 | $8,985+33.6% | $8,363+43.6% | $6,400+87.6% |
| Admin fee / account holder | $1,647 | $13,779-88.0% | $11,613-85.8% | $11,427-85.6% |