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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 | $150,435-84.9% | $120,580-81.1% | $145,897-84.4% |
| Participation rate | 20.0% | 78.8%-58.8pp | 72.0%-52.0pp | 80.3%-60.3pp |
| Annual return | -23.07% | 154.60%-177.7pp | 107.48%-130.6pp | 552.29%-575.4pp |
| Employer contribution / active EE | $501 | $4,352-88.5% | $3,469-85.6% | $4,663-89.3% |
| Participant deferral / active EE | $1,570 | $6,174-74.6% | $4,995-68.6% | $6,689-76.5% |
| Admin fee / account holder | $23,028 | $12,182+89.0% | $9,418+144.5% | $13,390+72.0% |