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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 | $17,348 | $44,873-61.3% | $79,467-78.2% | $56,289-69.2% |
| Participation rate | 25.5% | 68.7%-43.3pp | 73.3%-47.9pp | 69.9%-44.4pp |
| Annual return | -8.12% | 0.81%-8.9pp | 718.30%-726.4pp | -9.96%+1.8pp |
| Employer contribution / active EE | $298 | $2,140-86.1% | $2,800-89.4% | $2,111-85.9% |
| Participant deferral / active EE | $1,424 | $2,746-48.1% | $3,704-61.5% | $3,350-57.5% |
| Admin fee / account holder | $1,228 | $418+193.5% | $5,104-75.9% | $521+135.8% |