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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 | $20,940 | $82,674-74.7% | $125,381-83.3% | $68,486-69.4% |
| Participation rate | 61.4% | 75.1%-13.7pp | 82.4%-21.0pp | 67.9%-6.5pp |
| Annual return | -20.61% | -5.97%-14.6pp | 572.31%-592.9pp | -7.85%-12.8pp |
| Employer contribution / active EE | $262 | $3,382-92.3% | $4,815-94.6% | $2,597-89.9% |
| Participant deferral / active EE | $2,622 | $6,111-57.1% | $7,448-64.8% | $4,028-34.9% |
| Admin fee / account holder | $586 | $6,277-90.7% | $10,007-94.1% | $5,404-89.2% |