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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 | $15,587 | $97,732-84.1% | $83,831-81.4% | $135,380-88.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -13.30% | 1287.56%-1300.9pp | 850.99%-864.3pp | 519.81%-533.1pp |
| Employer contribution / active EE | $679 | $4,222-83.9% | $3,631-81.3% | $4,779-85.8% |
| Participant deferral / active EE | $2,134 | $4,683-54.4% | $4,082-47.7% | $5,609-62.0% |
| Admin fee / account holder | $1,343 | $6,675-79.9% | $5,479-75.5% | $10,828-87.6% |