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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 | $23,959 | $73,839-67.6% | $143,788-83.3% | $68,495-65.0% |
| Participation rate | 63.4% | 66.7%-3.2pp | 80.3%-16.9pp | 67.9%-4.5pp |
| Annual return | -23.44% | 1.01%-24.5pp | -0.03%-23.4pp | -7.84%-15.6pp |
| Employer contribution / active EE | $243 | $3,184-92.4% | $4,952-95.1% | $2,596-90.6% |
| Participant deferral / active EE | $3,348 | $3,384-1.1% | $5,638-40.6% | $4,028-16.9% |
| Admin fee / account holder | $1,652 | $5,755-71.3% | $14,675-88.7% | $5,403-69.4% |