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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 | $52,875 | $80,985-34.7% | $96,576-45.3% | $75,181-29.7% |
| Participation rate | 69.7% | 71.8%-2.1pp | 76.0%-6.3pp | 67.2%+2.5pp |
| Annual return | -6.85% | 27.05%-33.9pp | 25.87%-32.7pp | 160.69%-167.5pp |
| Employer contribution / active EE | $446 | $2,282-80.5% | $2,965-85.0% | $2,671-83.3% |
| Participant deferral / active EE | $2,753 | $3,929-29.9% | $4,851-43.2% | $4,126-33.3% |
| Admin fee / account holder | $4,129 | $6,719-38.5% | $8,253-50.0% | $5,650-26.9% |