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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 | $19,573 | $86,701-77.4% | $73,309-73.3% | $125,388-84.4% |
| Participation rate | 68.8% | 78.6%-9.9pp | 74.9%-6.2pp | 83.2%-14.4pp |
| Annual return | -5.53% | 2.78%-8.3pp | 5.67%-11.2pp | 282.24%-287.8pp |
| Employer contribution / active EE | $336 | $4,152-91.9% | $3,237-89.6% | $4,866-93.1% |
| Participant deferral / active EE | $1,732 | $5,549-68.8% | $4,991-65.3% | $5,352-67.6% |
| Admin fee / account holder | $2,099 | $7,768-73.0% | $5,635-62.7% | $9,541-78.0% |