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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 | $14,538 | $90,467-83.9% | $93,759-84.5% | $134,532-89.2% |
| Participation rate | 45.5% | 82.0%-36.5pp | 81.0%-35.5pp | 81.2%-35.8pp |
| Annual return | -22.38% | -15.72%-6.7pp | -11.33%-11.1pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,104 | $4,345-74.6% | $4,324-74.5% | $4,741-76.7% |
| Participant deferral / active EE | $3,188 | $5,980-46.7% | $6,096-47.7% | $6,401-50.2% |
| Admin fee / account holder | $1,981 | $9,258-78.6% | $7,197-72.5% | $11,429-82.7% |