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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 | $17,635 | $95,895-81.6% | $79,576-77.8% | $134,509-86.9% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -21.55% | -2.72%-18.8pp | 0.15%-21.7pp | 418.13%-439.7pp |
| Employer contribution / active EE | $517 | $3,128-83.5% | $2,413-78.6% | $4,741-89.1% |
| Participant deferral / active EE | $1,451 | $4,693-69.1% | $3,985-63.6% | $6,400-77.3% |
| Admin fee / account holder | $3,009 | $9,129-67.0% | $6,834-56.0% | $11,427-73.7% |