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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 | $24,465 | $167,352-85.4% | $143,788-83.0% | $134,509-81.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -35.60% | 0.47%-36.1pp | -0.03%-35.6pp | 418.13%-453.7pp |
| Employer contribution / active EE | $816 | $5,620-85.5% | $4,952-83.5% | $4,741-82.8% |
| Participant deferral / active EE | $8,854 | $6,447+37.3% | $5,638+57.0% | $6,400+38.3% |
| Admin fee / account holder | $3,085 | $18,091-82.9% | $14,675-79.0% | $11,427-73.0% |