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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 | $22,824 | $100,792-77.4% | $86,691-73.7% | $134,509-83.0% |
| Participation rate | 22.2% | 78.9%-56.7pp | 76.6%-54.4pp | 81.2%-59.0pp |
| Annual return | -20.94% | 29.08%-50.0pp | 35.94%-56.9pp | 418.13%-439.1pp |
| Employer contribution / active EE | $554 | $3,491-84.1% | $2,837-80.5% | $4,741-88.3% |
| Participant deferral / active EE | $1,738 | $5,339-67.4% | $4,656-62.7% | $6,400-72.8% |
| Admin fee / account holder | $26,681 | $10,924+144.2% | $7,492+256.1% | $11,427+133.5% |