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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 | $26,884 | $138,076-80.5% | $123,553-78.2% | $135,380-80.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -10.52% | 153.70%-164.2pp | 119.21%-129.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $113 | $5,152-97.8% | $4,628-97.6% | $4,779-97.6% |
| Participant deferral / active EE | $2,921 | $6,800-57.0% | $6,426-54.5% | $5,609-47.9% |
| Admin fee / account holder | $874 | $10,917-92.0% | $9,284-90.6% | $10,828-91.9% |