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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 | $24,513 | $64,311-61.9% | $57,356-57.3% | $125,389-80.5% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 83.2%-58.2pp |
| Annual return | -3.44% | 25.14%-28.6pp | 24.41%-27.8pp | 282.24%-285.7pp |
| Employer contribution / active EE | $294 | $3,193-90.8% | $2,689-89.1% | $4,866-94.0% |
| Participant deferral / active EE | $1,877 | $3,846-51.2% | $3,162-40.6% | $5,352-64.9% |
| Admin fee / account holder | $5,338 | $5,243+1.8% | $3,357+59.0% | $9,541-44.0% |