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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 | $23,016 | $97,732-76.5% | $83,831-72.5% | $135,380-83.0% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -10.94% | 1287.56%-1298.5pp | 850.99%-861.9pp | 519.81%-530.7pp |
| Employer contribution / active EE | $144 | $4,222-96.6% | $3,631-96.0% | $4,779-97.0% |
| Participant deferral / active EE | $1,440 | $4,683-69.2% | $4,082-64.7% | $5,609-74.3% |
| Admin fee / account holder | $445 | $6,675-93.3% | $5,479-91.9% | $10,828-95.9% |