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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 | $21,175 | $91,911-77.0% | $68,612-69.1% | $135,380-84.4% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -11.02% | -8.22%-2.8pp | -4.63%-6.4pp | 519.81%-530.8pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,526 | $4,315-64.6% | $3,311-53.9% | $5,609-72.8% |
| Admin fee / account holder | $1,099 | $9,240-88.1% | $5,131-78.6% | $10,828-89.8% |