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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 | $19,634 | $92,219-78.7% | $76,768-74.4% | $135,379-85.5% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -10.22% | 5.46%-15.7pp | 2.43%-12.6pp | 519.79%-530.0pp |
| Employer contribution / active EE | $397 | $3,216-87.7% | $2,485-84.0% | $4,779-91.7% |
| Participant deferral / active EE | $1,587 | $4,508-64.8% | $3,852-58.8% | $5,609-71.7% |
| Admin fee / account holder | $373 | $10,749-96.5% | $6,675-94.4% | $10,828-96.6% |