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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 | $26,743 | $97,732-72.6% | $83,831-68.1% | $135,380-80.2% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -11.65% | 1287.56%-1299.2pp | 850.99%-862.6pp | 519.81%-531.5pp |
| Employer contribution / active EE | $192 | $4,222-95.5% | $3,631-94.7% | $4,779-96.0% |
| Participant deferral / active EE | $1,286 | $4,683-72.5% | $4,082-68.5% | $5,609-77.1% |
| Admin fee / account holder | $1,200 | $6,675-82.0% | $5,479-78.1% | $10,828-88.9% |