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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 | $27,509 | $99,079-72.2% | $78,002-64.7% | $273,972-90.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | -1.09% | 217.93%-219.0pp | 425.99%-427.1pp | 41.46%-42.5pp |
| Employer contribution / active EE | $125 | $3,308-96.2% | $2,470-94.9% | $4,869-97.4% |
| Participant deferral / active EE | $1,397 | $4,306-67.5% | $3,497-60.0% | $5,287-73.6% |
| Admin fee / account holder | $7,093 | $8,954-20.8% | $5,481+29.4% | $10,133-30.0% |