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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 | $18,852 | $54,763-65.6% | $90,324-79.1% | $72,976-74.2% |
| Participation rate | 44.2% | 65.2%-21.0pp | 73.3%-29.1pp | 69.5%-25.3pp |
| Annual return | -11.09% | 30.63%-41.7pp | 78.15%-89.2pp | 81.02%-92.1pp |
| Employer contribution / active EE | $32 | $2,093-98.5% | $2,856-98.9% | $2,440-98.7% |
| Participant deferral / active EE | $986 | $2,887-65.9% | $3,885-74.6% | $3,608-72.7% |
| Admin fee / account holder | $437 | $3,973-89.0% | $5,356-91.8% | $5,124-91.5% |