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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 | $53,308 | $167,533-68.2% | $151,645-64.8% | $134,545-60.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -23.65% | 7.81%-31.5pp | 3.34%-27.0pp | 418.37%-442.0pp |
| Employer contribution / active EE | $732 | $6,828-89.3% | $6,165-88.1% | $4,742-84.6% |
| Participant deferral / active EE | $6,038 | $8,985-32.8% | $8,363-27.8% | $6,401-5.7% |
| Admin fee / account holder | $610 | $13,781-95.6% | $11,614-94.7% | $11,431-94.7% |