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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 | $21,169 | $167,362-87.4% | $143,799-85.3% | $134,532-84.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.00% | 0.47%-21.5pp | -0.04%-21.0pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,071 | $5,620-80.9% | $4,952-78.4% | $4,741-77.4% |
| Participant deferral / active EE | $5,347 | $6,447-17.1% | $5,638-5.2% | $6,401-16.5% |
| Admin fee / account holder | $343 | $18,094-98.1% | $14,677-97.7% | $11,429-97.0% |