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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 | $25,690 | $65,364-60.7% | $92,909-72.3% | $72,975-64.8% |
| Participation rate | 63.3% | 68.3%-5.0pp | 76.0%-12.7pp | 69.5%-6.2pp |
| Annual return | -0.02% | 42.11%-42.1pp | 109.44%-109.5pp | 81.01%-81.0pp |
| Employer contribution / active EE | $306 | $2,594-88.2% | $3,653-91.6% | $2,440-87.5% |
| Participant deferral / active EE | $1,850 | $3,128-40.9% | $4,238-56.4% | $3,608-48.7% |
| Admin fee / account holder | $1,578 | $4,251-62.9% | $5,795-72.8% | $5,124-69.2% |