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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 | $30,844 | $85,790-64.0% | $67,313-54.2% | $135,380-77.2% |
| Participation rate | 58.8% | 76.5%-17.6pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -10.16% | -0.54%-9.6pp | -4.08%-6.1pp | 519.81%-530.0pp |
| Employer contribution / active EE | $353 | $3,487-89.9% | $2,566-86.2% | $4,779-92.6% |
| Participant deferral / active EE | $2,030 | $4,651-56.4% | $3,568-43.1% | $5,609-63.8% |
| Admin fee / account holder | $457 | $6,392-92.9% | $4,507-89.9% | $10,828-95.8% |