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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 | $52,276 | $142,361-63.3% | $119,608-56.3% | $134,509-61.1% |
| Participation rate | 54.2% | 82.8%-28.7pp | 79.3%-25.1pp | 81.2%-27.1pp |
| Annual return | -22.30% | -12.46%-9.8pp | -14.98%-7.3pp | 418.13%-440.4pp |
| Employer contribution / active EE | $409 | $5,224-92.2% | $4,232-90.3% | $4,741-91.4% |
| Participant deferral / active EE | $2,717 | $6,468-58.0% | $5,601-51.5% | $6,400-57.6% |
| Admin fee / account holder | $648 | $13,588-95.2% | $10,326-93.7% | $11,427-94.3% |