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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 | $16,209 | $134,001-87.9% | $112,258-85.6% | $134,509-87.9% |
| Participation rate | 52.2% | 78.6%-26.4pp | 75.1%-22.9pp | 81.2%-29.1pp |
| Annual return | -20.90% | 47.15%-68.1pp | 27.47%-48.4pp | 418.13%-439.0pp |
| Employer contribution / active EE | $366 | $4,039-90.9% | $3,636-89.9% | $4,741-92.3% |
| Participant deferral / active EE | $2,649 | $5,291-49.9% | $4,728-44.0% | $6,400-58.6% |
| Admin fee / account holder | $1,840 | $7,491-75.4% | $6,411-71.3% | $11,427-83.9% |