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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 | $20,578 | $190,916-89.2% | $160,037-87.1% | $134,545-84.7% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.0%-50.7pp | 81.2%-54.0pp |
| Annual return | -21.43% | 552.79%-574.2pp | 408.95%-430.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $613 | $4,996-87.7% | $4,226-85.5% | $4,742-87.1% |
| Participant deferral / active EE | $1,618 | $6,925-76.6% | $6,184-73.8% | $6,401-74.7% |
| Admin fee / account holder | $35,005 | $10,497+233.5% | $8,716+301.6% | $11,431+206.2% |