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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 | $26,281 | $76,551-65.7% | $123,894-78.8% | $62,881-58.2% |
| Participation rate | 53.4% | 73.0%-19.6pp | 81.4%-28.0pp | 69.3%-15.9pp |
| Annual return | -2.55% | 18.68%-21.2pp | 47.52%-50.1pp | 20.14%-22.7pp |
| Employer contribution / active EE | $252 | $2,882-91.3% | $4,617-94.5% | $2,281-89.0% |
| Participant deferral / active EE | $2,202 | $4,840-54.5% | $5,984-63.2% | $3,203-31.3% |
| Admin fee / account holder | $1,377 | $4,826-71.5% | $8,357-83.5% | $4,296-67.9% |