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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 | $31,599 | $110,379-71.4% | $102,412-69.1% | $145,884-78.3% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | -1.67% | 24.84%-26.5pp | 24.94%-26.6pp | 551.85%-553.5pp |
| Employer contribution / active EE | $749 | $4,216-82.2% | $3,870-80.7% | $4,662-83.9% |
| Participant deferral / active EE | $1,697 | $5,622-69.8% | $5,060-66.5% | $6,690-74.6% |
| Admin fee / account holder | $7,225 | $9,745-25.9% | $8,388-13.9% | $13,392-46.1% |