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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 | $33,473 | $105,861-68.4% | $90,756-63.1% | $134,509-75.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -22.32% | -10.99%-11.3pp | -12.16%-10.2pp | 418.13%-440.5pp |
| Employer contribution / active EE | $169 | $3,463-95.1% | $2,922-94.2% | $4,741-96.4% |
| Participant deferral / active EE | $1,441 | $5,217-72.4% | $4,565-68.4% | $6,400-77.5% |
| Admin fee / account holder | $1,440 | $13,938-89.7% | $8,445-82.9% | $11,427-87.4% |