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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 | $29,279 | $95,975-69.5% | $74,549-60.7% | $135,379-78.4% |
| Participation rate | 68.8% | 75.7%-6.9pp | 69.1%-0.4pp | 82.6%-13.9pp |
| Annual return | -11.25% | 56.96%-68.2pp | 32.53%-43.8pp | 519.79%-531.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,064 | $3,844-72.3% | $3,108-65.8% | $5,609-81.0% |
| Admin fee / account holder | $726 | $6,522-88.9% | $5,059-85.7% | $10,828-93.3% |