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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 | $15,321 | $75,962-79.8% | $154,108-90.1% | $64,173-76.1% |
| Participation rate | 34.1% | 70.4%-36.3pp | 83.0%-48.9pp | 69.6%-35.5pp |
| Annual return | -9.43% | 30.32%-39.7pp | 735.21%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $190 | $3,350-94.3% | $5,298-96.4% | $2,381-92.0% |
| Participant deferral / active EE | $1,170 | $3,175-63.1% | $5,081-77.0% | $3,470-66.3% |
| Admin fee / account holder | $783 | $5,589-86.0% | $13,411-94.2% | $4,887-84.0% |