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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 | $174,379-91.1% | $152,093-89.8% | $138,895-88.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | -16.93% | 74.86%-91.8pp | 66.36%-83.3pp | 145.39%-162.3pp |
| Employer contribution / active EE | $684 | $4,652-85.3% | $4,175-83.6% | $4,194-83.7% |
| Participant deferral / active EE | $1,859 | $6,159-69.8% | $5,451-65.9% | $6,396-70.9% |
| Admin fee / account holder | $45,274 | $16,880+168.2% | $14,497+212.3% | $12,562+260.4% |