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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 | $18,103 | $134,001-86.5% | $112,258-83.9% | $134,509-86.5% |
| Participation rate | 26.1% | 78.6%-52.5pp | 75.1%-49.0pp | 81.2%-55.1pp |
| Annual return | -22.53% | 47.15%-69.7pp | 27.47%-50.0pp | 418.13%-440.7pp |
| Employer contribution / active EE | $711 | $4,039-82.4% | $3,636-80.4% | $4,741-85.0% |
| Participant deferral / active EE | $2,365 | $5,291-55.3% | $4,728-50.0% | $6,400-63.0% |
| Admin fee / account holder | $1,313 | $7,491-82.5% | $6,411-79.5% | $11,427-88.5% |