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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 | $15,468 | $112,729-86.3% | $98,716-84.3% | $137,256-88.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | -15.09% | 38.48%-53.6pp | 31.81%-46.9pp | 220.34%-235.4pp |
| Employer contribution / active EE | $376 | $2,725-86.2% | $2,279-83.5% | $4,156-91.0% |
| Participant deferral / active EE | $1,387 | $4,640-70.1% | $4,048-65.7% | $6,407-78.4% |
| Admin fee / account holder | $4,482 | $10,129-55.8% | $8,703-48.5% | $12,270-63.5% |