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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 | $21,027 | $70,366-70.1% | $66,674-68.5% | $138,895-84.9% |
| Participation rate | 54.5% | 76.2%-21.6pp | 73.7%-19.1pp | 79.9%-25.4pp |
| Annual return | -11.50% | 386.41%-397.9pp | 321.24%-332.7pp | 145.39%-156.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,264 | $4,374-2.5% | $4,084+4.4% | $6,396-33.3% |
| Admin fee / account holder | $4,604 | $5,262-12.5% | $5,098-9.7% | $12,562-63.4% |