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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 | $15,485 | $172,111-91.0% | $150,298-89.7% | $137,256-88.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | -16.93% | 69.37%-86.3pp | 62.79%-79.7pp | 220.34%-237.3pp |
| Employer contribution / active EE | $684 | $4,636-85.2% | $4,154-83.5% | $4,156-83.5% |
| Participant deferral / active EE | $1,859 | $6,166-69.9% | $5,453-65.9% | $6,407-71.0% |
| Admin fee / account holder | $45,274 | $16,471+174.9% | $14,116+220.7% | $12,270+269.0% |