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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 | $23,271 | $134,001-82.6% | $112,258-79.3% | $134,509-82.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -23.82% | 47.15%-71.0pp | 27.47%-51.3pp | 418.13%-442.0pp |
| Employer contribution / active EE | $384 | $4,039-90.5% | $3,636-89.4% | $4,741-91.9% |
| Participant deferral / active EE | $3,417 | $5,291-35.4% | $4,728-27.7% | $6,400-46.6% |
| Admin fee / account holder | $516 | $7,491-93.1% | $6,411-91.9% | $11,427-95.5% |