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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 | $20,248 | $73,848-72.6% | $143,799-85.9% | $68,486-70.4% |
| Participation rate | 49.2% | 66.7%-17.5pp | 80.3%-31.1pp | 67.9%-18.7pp |
| Annual return | -22.06% | 0.91%-23.0pp | -0.04%-22.0pp | -7.85%-14.2pp |
| Employer contribution / active EE | $325 | $3,184-89.8% | $4,952-93.4% | $2,597-87.5% |
| Participant deferral / active EE | $1,488 | $3,385-56.0% | $5,638-73.6% | $4,028-63.1% |
| Admin fee / account holder | $771 | $5,755-86.6% | $14,677-94.7% | $5,404-85.7% |