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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 | $22,637 | $90,467-75.0% | $93,759-75.9% | $134,509-83.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | -24.32% | -15.72%-8.6pp | -11.33%-13.0pp | 418.13%-442.5pp |
| Employer contribution / active EE | $941 | $4,345-78.3% | $4,324-78.2% | $4,741-80.1% |
| Participant deferral / active EE | $4,103 | $5,980-31.4% | $6,096-32.7% | $6,400-35.9% |
| Admin fee / account holder | $854 | $9,258-90.8% | $7,197-88.1% | $11,427-92.5% |