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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 | $31,125 | $100,805-69.1% | $86,698-64.1% | $134,532-76.9% |
| Participation rate | 46.7% | 79.0%-32.3pp | 76.6%-29.9pp | 81.2%-34.6pp |
| Annual return | -20.65% | 29.09%-49.7pp | 35.95%-56.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $659 | $3,490-81.1% | $2,837-76.8% | $4,741-86.1% |
| Participant deferral / active EE | $2,635 | $5,339-50.7% | $4,656-43.4% | $6,401-58.8% |
| Admin fee / account holder | $307 | $10,925-97.2% | $7,493-95.9% | $11,429-97.3% |