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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 | $14,764 | $124,980-88.2% | $108,359-86.4% | $154,746-90.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | -4.96% | 45.00%-50.0pp | 36.89%-41.9pp | 172.34%-177.3pp |
| Employer contribution / active EE | $467 | $2,851-83.6% | $2,399-80.6% | $4,379-89.3% |
| Participant deferral / active EE | $1,933 | $4,743-59.2% | $4,137-53.3% | $6,730-71.3% |
| Admin fee / account holder | $2,387 | $11,502-79.3% | $9,741-75.5% | $14,365-83.4% |