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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 | $23,732 | $182,442-87.0% | $163,379-85.5% | $138,895-82.9% |
| Participation rate | 15.4% | 79.8%-64.4pp | 76.8%-61.4pp | 79.9%-64.5pp |
| Annual return | -5.49% | 72.74%-78.2pp | 63.41%-68.9pp | 145.39%-150.9pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,683 | $6,817-46.0% | $6,282-41.4% | $6,396-42.4% |
| Admin fee / account holder | $3,281 | $10,396-68.4% | $9,818-66.6% | $12,562-73.9% |