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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 | $28,487 | $52,678-45.9% | $75,784-62.4% | $59,633-52.2% |
| Participation rate | 56.6% | 67.2%-10.6pp | 75.8%-19.2pp | 68.7%-12.1pp |
| Annual return | -4.57% | 2.95%-7.5pp | 9.68%-14.3pp | 2041.40%-2046.0pp |
| Employer contribution / active EE | $301 | $2,193-86.3% | $3,323-91.0% | $2,203-86.3% |
| Participant deferral / active EE | $1,896 | $2,591-26.8% | $3,652-48.1% | $3,192-40.6% |
| Admin fee / account holder | $1,060 | $3,610-70.6% | $5,300-80.0% | $4,297-75.3% |