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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 | $24,591 | $142,392-82.7% | $119,622-79.4% | $134,532-81.7% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -22.39% | -12.46%-9.9pp | -14.98%-7.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $534 | $5,224-89.8% | $4,232-87.4% | $4,741-88.7% |
| Participant deferral / active EE | $3,374 | $6,467-47.8% | $5,601-39.8% | $6,401-47.3% |
| Admin fee / account holder | $1,747 | $13,593-87.1% | $10,328-83.1% | $11,429-84.7% |