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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 | $24,793 | $110,410-77.5% | $102,437-75.8% | $145,897-83.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | -3.00% | 24.85%-27.9pp | 24.95%-28.0pp | 552.29%-555.3pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,536 | $5,622-37.1% | $5,060-30.1% | $6,689-47.1% |
| Admin fee / account holder | $3,404 | $9,745-65.1% | $8,388-59.4% | $13,390-74.6% |