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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 | $19,311 | $167,362-88.5% | $143,799-86.6% | $134,532-85.6% |
| Participation rate | 14.3% | 84.8%-70.5pp | 80.3%-66.0pp | 81.2%-66.9pp |
| Annual return | -26.81% | 0.47%-27.3pp | -0.04%-26.8pp | 418.27%-445.1pp |
| Employer contribution / active EE | $469 | $5,620-91.7% | $4,952-90.5% | $4,741-90.1% |
| Participant deferral / active EE | $3,857 | $6,447-40.2% | $5,638-31.6% | $6,401-39.7% |
| Admin fee / account holder | $35,000 | $18,094+93.4% | $14,677+138.5% | $11,429+206.3% |