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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 | $25,799 | $71,872-64.1% | $86,691-70.2% | $68,495-62.3% |
| Participation rate | 56.5% | 72.2%-15.7pp | 76.6%-20.1pp | 67.9%-11.4pp |
| Annual return | -20.42% | 3.53%-24.0pp | 35.94%-56.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $395 | $2,173-81.8% | $2,837-86.1% | $2,596-84.8% |
| Participant deferral / active EE | $1,854 | $3,779-50.9% | $4,656-60.2% | $4,028-54.0% |
| Admin fee / account holder | $2,829 | $6,112-53.7% | $7,492-62.2% | $5,403-47.7% |