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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 | $20,550 | $96,956-78.8% | $69,779-70.5% | $273,972-92.5% |
| Participation rate | 21.7% | 77.1%-55.3pp | 71.8%-50.1pp | 83.0%-61.3pp |
| Annual return | -4.30% | 12.93%-17.2pp | 12.99%-17.3pp | 41.46%-45.8pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $700 | $3,744-81.3% | $2,931-76.1% | $5,287-86.8% |
| Admin fee / account holder | $987 | $7,934-87.6% | $4,381-77.5% | $10,133-90.3% |