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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 | $14,647 | $75,935-80.7% | $60,547-75.8% | $125,389-88.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 68.0%-1.3pp | 83.2%-16.5pp |
| Annual return | -3.96% | -5.38%+1.4pp | 335.64%-339.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,132 | $4,506-30.5% | $3,328-5.9% | $5,352-41.5% |
| Admin fee / account holder | $434 | $6,768-93.6% | $4,536-90.4% | $9,541-95.4% |