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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 | $25,120 | $99,016-74.6% | $93,786-73.2% | $66,949-62.5% |
| Participation rate | 58.9% | 82.1%-23.2pp | 81.0%-22.1pp | 69.8%-10.9pp |
| Annual return | -20.59% | -14.59%-6.0pp | -11.32%-9.3pp | 1.57%-22.2pp |
| Employer contribution / active EE | $1,511 | $4,769-68.3% | $4,328-65.1% | $2,545-40.6% |
| Participant deferral / active EE | $5,044 | $6,689-24.6% | $6,100-17.3% | $4,239+19.0% |
| Admin fee / account holder | $939 | $477+96.6% | $7,184-86.9% | $594+58.1% |