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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 | $31,723 | $174,379-81.8% | $152,093-79.1% | $138,895-77.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | -4.57% | 74.86%-79.4pp | 66.36%-70.9pp | 145.39%-150.0pp |
| Employer contribution / active EE | $784 | $4,652-83.1% | $4,175-81.2% | $4,194-81.3% |
| Participant deferral / active EE | $3,602 | $6,159-41.5% | $5,451-33.9% | $6,396-43.7% |
| Admin fee / account holder | $37,607 | $16,880+122.8% | $14,497+159.4% | $12,562+199.4% |