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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 | $25,240 | $106,247-76.2% | $96,515-73.8% | $139,466-81.9% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.3%-12.8pp | 80.3%-18.8pp |
| Annual return | -11.19% | 38.47%-49.7pp | 35.73%-46.9pp | 373.66%-384.9pp |
| Employer contribution / active EE | $536 | $4,106-86.9% | $3,740-85.7% | $4,754-88.7% |
| Participant deferral / active EE | $1,801 | $5,456-67.0% | $4,880-63.1% | $6,712-73.2% |
| Admin fee / account holder | $1,423 | $7,885-82.0% | $6,735-78.9% | $11,409-87.5% |