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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 | $22,062 | $167,362-86.8% | $143,799-84.7% | $134,532-83.6% |
| Participation rate | 68.4% | 84.8%-16.4pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -22.91% | 0.47%-23.4pp | -0.04%-22.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $318 | $5,620-94.3% | $4,952-93.6% | $4,741-93.3% |
| Participant deferral / active EE | $3,493 | $6,447-45.8% | $5,638-38.0% | $6,401-45.4% |
| Admin fee / account holder | $3,167 | $18,094-82.5% | $14,677-78.4% | $11,429-72.3% |