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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 | $28,284 | $167,362-83.1% | $143,799-80.3% | $134,532-79.0% |
| Participation rate | 30.8% | 84.8%-54.0pp | 80.3%-49.5pp | 81.2%-50.5pp |
| Annual return | -24.39% | 0.47%-24.9pp | -0.04%-24.3pp | 418.27%-442.7pp |
| Employer contribution / active EE | $675 | $5,620-88.0% | $4,952-86.4% | $4,741-85.8% |
| Participant deferral / active EE | $2,787 | $6,447-56.8% | $5,638-50.6% | $6,401-56.5% |
| Admin fee / account holder | $1,626 | $18,094-91.0% | $14,677-88.9% | $11,429-85.8% |