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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 | $30,282 | $167,533-81.9% | $151,645-80.0% | $134,545-77.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -26.13% | 7.81%-33.9pp | 3.34%-29.5pp | 418.37%-444.5pp |
| Employer contribution / active EE | $1,024 | $6,828-85.0% | $6,165-83.4% | $4,742-78.4% |
| Participant deferral / active EE | $7,374 | $8,985-17.9% | $8,363-11.8% | $6,401+15.2% |
| Admin fee / account holder | $1,962 | $13,781-85.8% | $11,614-83.1% | $11,431-82.8% |