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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 | $150,197-84.9% | $120,368-81.1% | $145,959-84.4% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | -23.07% | 154.26%-177.3pp | 107.26%-130.3pp | 561.95%-585.0pp |
| Employer contribution / active EE | $501 | $4,350-88.5% | $3,465-85.5% | $4,661-89.2% |
| Participant deferral / active EE | $1,570 | $6,174-74.6% | $4,991-68.5% | $6,689-76.5% |
| Admin fee / account holder | $23,028 | $12,216+88.5% | $9,429+144.2% | $13,398+71.9% |