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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 | $22,761 | $77,817-70.8% | $123,553-81.6% | $64,173-64.5% |
| Participation rate | 51.2% | 74.7%-23.5pp | 82.3%-31.1pp | 69.6%-18.4pp |
| Annual return | -12.20% | 12.49%-24.7pp | 119.21%-131.4pp | 7.63%-19.8pp |
| Employer contribution / active EE | $334 | $3,014-88.9% | $4,628-92.8% | $2,381-86.0% |
| Participant deferral / active EE | $3,386 | $5,240-35.4% | $6,426-47.3% | $3,470-2.4% |
| Admin fee / account holder | $2,657 | $5,519-51.8% | $9,284-71.4% | $4,887-45.6% |