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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 | $14,912 | $138,114-89.2% | $125,391-88.1% | $134,545-88.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -34.18% | 750.88%-785.1pp | 572.41%-606.6pp | 418.37%-452.6pp |
| Employer contribution / active EE | $315 | $5,246-94.0% | $4,816-93.5% | $4,742-93.4% |
| Participant deferral / active EE | $5,824 | $7,801-25.3% | $7,448-21.8% | $6,401-9.0% |
| Admin fee / account holder | $2,825 | $11,570-75.6% | $10,009-71.8% | $11,431-75.3% |