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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 | $34,878 | $95,895-63.6% | $79,576-56.2% | $134,509-74.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -20.62% | -2.72%-17.9pp | 0.15%-20.8pp | 418.13%-438.8pp |
| Employer contribution / active EE | $313 | $3,128-90.0% | $2,413-87.0% | $4,741-93.4% |
| Participant deferral / active EE | $1,251 | $4,693-73.3% | $3,985-68.6% | $6,400-80.4% |
| Admin fee / account holder | $3,694 | $9,129-59.5% | $6,834-45.9% | $11,427-67.7% |