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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 | $18,837 | $52,678-64.2% | $75,784-75.1% | $59,633-68.4% |
| Participation rate | 64.0% | 67.2%-3.3pp | 75.8%-11.9pp | 68.7%-4.7pp |
| Annual return | -5.15% | 2.95%-8.1pp | 9.68%-14.8pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $256 | $2,193-88.3% | $3,323-92.3% | $2,203-88.4% |
| Participant deferral / active EE | $1,435 | $2,591-44.6% | $3,652-60.7% | $3,192-55.0% |
| Admin fee / account holder | $2,159 | $3,610-40.2% | $5,300-59.3% | $4,297-49.7% |