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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 | $13,629 | $75,962-82.1% | $154,108-91.2% | $64,173-78.8% |
| Participation rate | 37.3% | 70.4%-33.1pp | 83.0%-45.7pp | 69.6%-32.2pp |
| Annual return | -13.02% | 30.32%-43.3pp | 735.21%-748.2pp | 7.63%-20.7pp |
| Employer contribution / active EE | $321 | $3,350-90.4% | $5,298-93.9% | $2,381-86.5% |
| Participant deferral / active EE | $1,659 | $3,175-47.8% | $5,081-67.4% | $3,470-52.2% |
| Admin fee / account holder | $1,759 | $5,589-68.5% | $13,411-86.9% | $4,887-64.0% |