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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 | $24,509 | $167,353-85.4% | $143,797-83.0% | $134,545-81.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -33.33% | 0.48%-33.8pp | -0.04%-33.3pp | 418.37%-451.7pp |
| Employer contribution / active EE | $1,103 | $5,620-80.4% | $4,952-77.7% | $4,742-76.7% |
| Participant deferral / active EE | $5,839 | $6,447-9.4% | $5,638+3.5% | $6,401-8.8% |
| Admin fee / account holder | $1,073 | $18,096-94.1% | $14,679-92.7% | $11,431-90.6% |