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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 | $22,731 | $150,346-84.9% | $120,524-81.1% | $145,877-84.4% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | -23.07% | 154.40%-177.5pp | 107.36%-130.4pp | 551.28%-574.4pp |
| Employer contribution / active EE | $501 | $4,353-88.5% | $3,469-85.6% | $4,663-89.3% |
| Participant deferral / active EE | $1,570 | $6,172-74.6% | $4,994-68.6% | $6,691-76.5% |
| Admin fee / account holder | $23,028 | $12,215+88.5% | $9,440+143.9% | $13,402+71.8% |