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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 | $36,855 | $75,935-51.5% | $60,547-39.1% | $125,389-70.6% |
| Participation rate | 25.0% | 76.5%-51.5pp | 68.0%-43.0pp | 83.2%-58.2pp |
| Annual return | -8.80% | -5.38%-3.4pp | 335.64%-344.4pp | 282.24%-291.0pp |
| Employer contribution / active EE | $368 | $3,438-89.3% | $2,419-84.8% | $4,866-92.4% |
| Participant deferral / active EE | $4,500 | $4,506-0.1% | $3,328+35.2% | $5,352-15.9% |
| Admin fee / account holder | $566 | $6,768-91.6% | $4,536-87.5% | $9,541-94.1% |