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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 | $20,701 | $133,981-84.5% | $112,249-81.6% | $134,532-84.6% |
| Participation rate | 15.4% | 78.6%-63.2pp | 75.1%-59.7pp | 81.2%-65.8pp |
| Annual return | -25.30% | 47.16%-72.5pp | 27.48%-52.8pp | 418.27%-443.6pp |
| Employer contribution / active EE | $388 | $4,040-90.4% | $3,636-89.3% | $4,741-91.8% |
| Participant deferral / active EE | $3,311 | $5,292-37.4% | $4,729-30.0% | $6,401-48.3% |
| Admin fee / account holder | $5,433 | $7,492-27.5% | $6,412-15.3% | $11,429-52.5% |