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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 | $25,067 | $134,001-81.3% | $112,258-77.7% | $134,509-81.4% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -23.99% | 47.15%-71.1pp | 27.47%-51.5pp | 418.13%-442.1pp |
| Employer contribution / active EE | $444 | $4,039-89.0% | $3,636-87.8% | $4,741-90.6% |
| Participant deferral / active EE | $2,081 | $5,291-60.7% | $4,728-56.0% | $6,400-67.5% |
| Admin fee / account holder | $1,760 | $7,491-76.5% | $6,411-72.6% | $11,427-84.6% |