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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 | $26,048 | $46,732-44.3% | $156,551-83.4% | $55,167-52.8% |
| Participation rate | 56.5% | 65.8%-9.3pp | 84.0%-27.6pp | 69.0%-12.5pp |
| Annual return | -3.45% | 17.72%-21.2pp | 32.23%-35.7pp | 169.23%-172.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,490 | $2,204-32.4% | $4,871-69.4% | $3,054-51.2% |
| Admin fee / account holder | $1,584 | $418+278.6% | $13,028-87.8% | $504+214.3% |