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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 | $29,797 | $95,895-68.9% | $79,576-62.6% | $134,509-77.8% |
| Participation rate | 21.7% | 75.0%-53.3pp | 69.5%-47.7pp | 81.2%-59.5pp |
| Annual return | -22.36% | -2.72%-19.6pp | 0.15%-22.5pp | 418.13%-440.5pp |
| Employer contribution / active EE | $275 | $3,128-91.2% | $2,413-88.6% | $4,741-94.2% |
| Participant deferral / active EE | $1,775 | $4,693-62.2% | $3,985-55.5% | $6,400-72.3% |
| Admin fee / account holder | $678 | $9,129-92.6% | $6,834-90.1% | $11,427-94.1% |