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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 | $11,090 | $95,915-88.4% | $79,580-86.1% | $134,532-91.8% |
| Participation rate | 44.4% | 75.0%-30.6pp | 69.5%-25.0pp | 81.2%-36.8pp |
| Annual return | -20.94% | -2.71%-18.2pp | 0.15%-21.1pp | 418.27%-439.2pp |
| Employer contribution / active EE | $429 | $3,129-86.3% | $2,413-82.2% | $4,741-90.9% |
| Participant deferral / active EE | $1,438 | $4,693-69.4% | $3,985-63.9% | $6,401-77.5% |
| Admin fee / account holder | $1,461 | $9,132-84.0% | $6,835-78.6% | $11,429-87.2% |