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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 | $14,452 | $69,012-79.1% | $160,037-91.0% | $68,490-78.9% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 67.9%-17.9pp |
| Annual return | -20.03% | -9.65%-10.4pp | 408.95%-429.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $420 | $2,212-81.0% | $4,226-90.1% | $2,597-83.8% |
| Participant deferral / active EE | $1,661 | $4,212-60.6% | $6,184-73.1% | $4,028-58.8% |
| Admin fee / account holder | $680 | $4,798-85.8% | $8,716-92.2% | $5,403-87.4% |