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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 | $24,735 | $134,001-81.5% | $112,258-78.0% | $134,509-81.6% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -29.86% | 47.15%-77.0pp | 27.47%-57.3pp | 418.13%-448.0pp |
| Employer contribution / active EE | $658 | $4,039-83.7% | $3,636-81.9% | $4,741-86.1% |
| Participant deferral / active EE | $2,105 | $5,291-60.2% | $4,728-55.5% | $6,400-67.1% |
| Admin fee / account holder | $997 | $7,491-86.7% | $6,411-84.4% | $11,427-91.3% |