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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 | $27,320 | $95,895-71.5% | $79,576-65.7% | $134,509-79.7% |
| Participation rate | 9.1% | 75.0%-65.9pp | 69.5%-60.4pp | 81.2%-72.1pp |
| Annual return | -46.31% | -2.72%-43.6pp | 0.15%-46.5pp | 418.13%-464.4pp |
| Employer contribution / active EE | $355 | $3,128-88.7% | $2,413-85.3% | $4,741-92.5% |
| Participant deferral / active EE | $1,864 | $4,693-60.3% | $3,985-53.2% | $6,400-70.9% |
| Admin fee / account holder | $867 | $9,129-90.5% | $6,834-87.3% | $11,427-92.4% |