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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 | $18,803 | $97,729-80.8% | $83,830-77.6% | $135,379-86.1% |
| Participation rate | 45.0% | 80.0%-35.0pp | 76.1%-31.1pp | 82.6%-37.6pp |
| Annual return | -24.25% | 1287.52%-1311.8pp | 850.97%-875.2pp | 519.79%-544.0pp |
| Employer contribution / active EE | $655 | $4,222-84.5% | $3,631-82.0% | $4,779-86.3% |
| Participant deferral / active EE | $1,981 | $4,683-57.7% | $4,082-51.5% | $5,609-64.7% |
| Admin fee / account holder | $8,875 | $6,674+33.0% | $5,479+62.0% | $10,828-18.0% |