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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 | $55,847 | $127,387-56.2% | $115,038-51.5% | $125,389-55.5% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -7.83% | 31.28%-39.1pp | 26.14%-34.0pp | 282.24%-290.1pp |
| Employer contribution / active EE | $578 | $5,166-88.8% | $4,608-87.5% | $4,866-88.1% |
| Participant deferral / active EE | $3,963 | $6,423-38.3% | $6,026-34.2% | $5,352-25.9% |
| Admin fee / account holder | $423 | $9,516-95.6% | $8,175-94.8% | $9,541-95.6% |