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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 | $20,376 | $106,008-80.8% | $92,240-77.9% | $147,586-86.2% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | -7.73% | 50.05%-57.8pp | 176.29%-184.0pp | 578.59%-586.3pp |
| Employer contribution / active EE | $425 | $4,333-90.2% | $3,680-88.4% | $4,876-91.3% |
| Participant deferral / active EE | $4,420 | $4,478-1.3% | $3,897+13.4% | $5,439-18.7% |
| Admin fee / account holder | $4,865 | $6,333-23.2% | $5,194-6.3% | $10,886-55.3% |