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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 | $24,917 | $72,177-65.5% | $115,037-78.3% | $59,633-58.2% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | -5.58% | 12.02%-17.6pp | 26.14%-31.7pp | 2041.40%-2047.0pp |
| Employer contribution / active EE | $418 | $2,841-85.3% | $4,608-90.9% | $2,203-81.0% |
| Participant deferral / active EE | $2,729 | $4,783-42.9% | $6,026-54.7% | $3,192-14.5% |
| Admin fee / account holder | $731 | $4,927-85.2% | $8,175-91.1% | $4,297-83.0% |