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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 | $21,599 | $69,012-68.7% | $160,037-86.5% | $68,490-68.5% |
| Participation rate | 63.0% | 65.4%-2.4pp | 78.0%-14.9pp | 67.9%-4.9pp |
| Annual return | -19.86% | -9.65%-10.2pp | 408.95%-428.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $140 | $2,212-93.7% | $4,226-96.7% | $2,597-94.6% |
| Participant deferral / active EE | $2,894 | $4,212-31.3% | $6,184-53.2% | $4,028-28.2% |
| Admin fee / account holder | $1,163 | $4,798-75.8% | $8,716-86.7% | $5,403-78.5% |