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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 | $19,846 | $70,121-71.7% | $63,803-68.9% | $138,895-85.7% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | -5.72% | 946.48%-952.2pp | 543.72%-549.4pp | 145.39%-151.1pp |
| Employer contribution / active EE | $54 | $2,882-98.1% | $2,532-97.9% | $4,194-98.7% |
| Participant deferral / active EE | $1,158 | $4,535-74.5% | $3,843-69.9% | $6,396-81.9% |
| Admin fee / account holder | $3,115 | $6,738-53.8% | $5,196-40.1% | $12,562-75.2% |