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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 | $25,662 | $52,911-51.5% | $73,309-65.0% | $59,633-57.0% |
| Participation rate | 62.9% | 68.2%-5.4pp | 74.9%-12.1pp | 68.7%-5.8pp |
| Annual return | -5.55% | 12.20%-17.8pp | 5.67%-11.2pp | 2041.45%-2047.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,579 | $4,069-12.1% | $4,991-28.3% | $3,192+12.1% |
| Admin fee / account holder | $839 | $3,835-78.1% | $5,635-85.1% | $4,297-80.5% |