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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 | $26,444 | $156,398-83.1% | $147,318-82.0% | $138,895-81.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | -1.27% | 78.75%-80.0pp | 70.43%-71.7pp | 145.39%-146.7pp |
| Employer contribution / active EE | $400 | $4,853-91.8% | $4,593-91.3% | $4,194-90.5% |
| Participant deferral / active EE | $2,500 | $8,237-69.7% | $7,906-68.4% | $6,396-60.9% |
| Admin fee / account holder | $4,545 | $14,976-69.7% | $13,708-66.8% | $12,562-63.8% |