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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 | $19,827 | $96,558-79.5% | $80,977-75.5% | $273,972-92.8% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | -48.96% | 15.14%-64.1pp | 17.11%-66.1pp | 41.46%-90.4pp |
| Employer contribution / active EE | $347 | $4,869-92.9% | $3,715-90.6% | $4,869-92.9% |
| Participant deferral / active EE | $6,650 | $6,598+0.8% | $5,696+16.7% | $5,287+25.8% |
| Admin fee / account holder | $10,670 | $7,493+42.4% | $5,517+93.4% | $10,133+5.3% |