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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 | $22,992 | $97,732-76.5% | $83,831-72.6% | $135,380-83.0% |
| Participation rate | 27.3% | 80.0%-52.7pp | 76.1%-48.9pp | 82.6%-55.4pp |
| Annual return | -14.99% | 1287.56%-1302.5pp | 850.99%-866.0pp | 519.81%-534.8pp |
| Employer contribution / active EE | $265 | $4,222-93.7% | $3,631-92.7% | $4,779-94.4% |
| Participant deferral / active EE | $2,597 | $4,683-44.5% | $4,082-36.4% | $5,609-53.7% |
| Admin fee / account holder | $334 | $6,675-95.0% | $5,479-93.9% | $10,828-96.9% |