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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 | $25,561 | $110,212-76.8% | $96,534-73.5% | $139,466-81.7% |
| Participation rate | 54.5% | 78.1%-23.6pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | -5.26% | 26.42%-31.7pp | 25.88%-31.1pp | 373.66%-378.9pp |
| Employer contribution / active EE | $691 | $3,620-80.9% | $2,965-76.7% | $4,754-85.5% |
| Participant deferral / active EE | $2,459 | $5,547-55.7% | $4,851-49.3% | $6,712-63.4% |
| Admin fee / account holder | $8,753 | $11,599-24.5% | $8,253+6.1% | $11,409-23.3% |