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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 | $19,099 | $183,516-89.6% | $155,534-87.7% | $145,884-86.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | -50.87% | 61.43%-112.3pp | 64.92%-115.8pp | 551.85%-602.7pp |
| Employer contribution / active EE | $750 | $5,315-85.9% | $4,675-84.0% | $4,662-83.9% |
| Participant deferral / active EE | $2,661 | $6,467-58.8% | $5,630-52.7% | $6,690-60.2% |
| Admin fee / account holder | $11,021 | $19,293-42.9% | $15,900-30.7% | $13,392-17.7% |