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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 | $30,777 | $134,001-77.0% | $112,258-72.6% | $134,509-77.1% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -23.81% | 47.15%-71.0pp | 27.47%-51.3pp | 418.13%-441.9pp |
| Employer contribution / active EE | $505 | $4,039-87.5% | $3,636-86.1% | $4,741-89.3% |
| Participant deferral / active EE | $2,382 | $5,291-55.0% | $4,728-49.6% | $6,400-62.8% |
| Admin fee / account holder | $1,197 | $7,491-84.0% | $6,411-81.3% | $11,427-89.5% |