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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 | $23,486 | $133,981-82.5% | $112,249-79.1% | $134,532-82.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -62.31% | 47.16%-109.5pp | 27.48%-89.8pp | 418.27%-480.6pp |
| Employer contribution / active EE | $214 | $4,040-94.7% | $3,636-94.1% | $4,741-95.5% |
| Participant deferral / active EE | $2,391 | $5,292-54.8% | $4,729-49.4% | $6,401-62.6% |
| Admin fee / account holder | $23,954 | $7,492+219.7% | $6,412+273.6% | $11,429+109.6% |